MRC Group LLC

RIASEC Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$384K
Accounts
43
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Public Funds/Mutual Funds 25%, Cash & Cash Equivalents 7%68%
  • Exchange Traded Equities68%
  • Public Funds/Mutual Funds25%
  • Cash & Cash Equivalents7%

Contacts

1 of 1
  • Mark Pepper

    Founder and Managing DirectorCRD 3250760

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth