# MAR Financial

> MAR Financial is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 338746
- Filed as: MAR FINANCIAL
- Legal name: MAR Financial Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338746
- AdvisorCensus page: https://advisorcensus.com/firm/mar-financial-338746

## Quick answers

**How is MAR Financial compensated?**
On its Form ADV (Item 5.E, October 2026), MAR Financial reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MAR Financial registered with the SEC or a state?**
MAR Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338746.

**How much does MAR Financial manage?**
MAR Financial reports $22,209,872 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**What types of clients does MAR Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (6).

**Does MAR Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338746

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $22,209,872
- Discretionary: $22,209,872
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $11,100,429 |
| High net worth individuals | 6 | $11,109,443 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [marfinancialplan.com](https://marfinancialplan.com)
- LinkedIn @marfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MAR Financial (CRD 338746): Form ADV filing data as of October 2026.