Missional Advisor Group

Overview

Missional Advisor Group is organized as a limited liability company and is classified as a non-independent retail RIA owned by an individual. The firm focuses on fee-based portfolio management for individual and family clients, charging a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm is registered in Illinois and South Carolina. It is not identified as an active ESG investor and does not present itself as a capital allocator; instead, it manages client assets directly within a retail advisory framework.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices