Mutual Advisors, LLC

RIASEC RegisteredEst. 2013

Total AUM

$8.5B

Discretionary

$8.4B

98% of AUM

Avg account

$319K

Accounts

26,800

Employees

208

Advisory reps

156

Firm details

Headquarters: Omaha, Nebraska
CRD number: 167658
Registered since: May 26, 2013
Website: mutual.group
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.66%
Individuals23.75%
Pension & Profit Sharing Plans2.64%
Corporations / Businesses2.43%
Sovereign Wealth Funds0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mutual Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2013. The firm serves a mix of individuals, families and institutional clients, positioning itself as both a fee-based advisor and a capital allocator that selects and allocates to outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. The firm maintains industry relationships with broker-dealers and insurance companies, and is not identified as an active ESG investor. Mutual Advisors appears to emphasize scalable, adviser-driven solutions—combining mutual funds and third-party manager allocations—rather than a boutique single-manager approach.