# Market Investment Group, LLC

> Market Investment Group, LLC is an SEC-registered investment advisory firm in Wichita, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 334248
- Filed as: MARKET INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334248
- AdvisorCensus page: https://advisorcensus.com/firm/market-investment-group-llc-wichita-ks-334248

## Quick answers

**How is Market Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Market Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Market Investment Group, LLC charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Market Investment Group, LLC located?**
Market Investment Group, LLC's principal office is in Wichita, KS, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Market Investment Group, LLC registered with the SEC or a state?**
Market Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334248.

**How much does Market Investment Group, LLC manage?**
Market Investment Group, LLC reports $416,448,715 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**How have Market Investment Group, LLC's assets and staff changed since 2025?**
In the Form ADV data for Market Investment Group, LLC: Regulatory assets under management: $126,142,341 in the October 2025 data and $416,448,715 in the October 2026 data, up 230%. Total employees: 38 in October 2025 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Market Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,752); high net worth individuals (62).

**Which custodians does Market Investment Group, LLC use?**
Market Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Lincoln Financial Investment Services Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Market Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334248

**Does Market Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "MIG does not require a minimum amount of assets to establish an advisory relationship."

**What changed in Market Investment Group, LLC's recent Form ADV filings?**
In the October 2026 filing data: No longer lists an office in Wichita, KS. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> MIG does not require a minimum amount of assets to establish an advisory relationship.

- Hourly rate: $500 an hour (financial planning services)

> MIG will charge an hourly fee of up to $500 per hour or a fixed fee of up to $10,000 for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Lincoln Financial Investment Services Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $416,448,715
- Discretionary: $416,448,715
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,752 | $323,648,480 |
| High net worth individuals | 62 | $92,800,235 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 33 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, GA, KS, MO, NC, OK, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Kansas City, MO
- Overland Park, KS

### Websites listed on Form ADV (Item 1.I)
- marketadvisorygroup.com
- marketmedicareadvisors.com
- markettaxservices.com
- retirementhelp.com
- Facebook @marketadvisorygroup
- Facebook @retirementhelp.com
- LinkedIn @market-advisory-group
- YouTube @RetirementHelp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $126,142,341 | 38 | July 7, 2025 |
| October 2026 | $416,448,715 | 33 | September 22, 2026 |

Regulatory assets under management: $126,142,341 in the October 2025 data and $416,448,715 in the October 2026 data, up 230%.
Total employees: 38 in October 2025 and 33 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- No longer lists an office in Wichita, KS.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $126,142,341 to $416,448,715 (+230%).
- Added an office in Wichita, KS.

### December 2025
- Added an office in Kansas City, MO.
- No longer lists an office in Independence, MO.
- No longer lists an office in Kansas City, KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Market Investment Group, LLC (CRD 334248): Form ADV filing data as of October 2026.