MRC Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 290132
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI96.41%
- Individuals3.45%
- Corporations / Businesses0.14%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MRC Group LLC operates as an independent, individual‑owned registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management across client types. Advisory services explicitly include portfolio management for individuals and small businesses, and for businesses or institutions. The firm's compensation model combines a percentage-of-AUM fee with the possibility of performance-based fees. MRC Group is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It does not identify pension consulting or related-adviser activities in the available disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents7%
Contacts
1 of 1Mark Pepper
Founder and Managing DirectorCRD 3250760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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