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Marquis Wealth Management Group
Filed as MARQUIS WEALTH MANAGEMENT GROUP · Legal name MNS Financial Management, L.L.C.
Marquis Wealth Management Group is an SEC-registered investment advisory firm in Fort Myers, FL, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.
Quick answers
From the filingHow is Marquis Wealth Management Group compensated?
On its Form ADV (Item 5.E, October 2026), Marquis Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Marquis Wealth Management Group charge?
Its Form ADV Part 2A brochure dated April 23, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $750,000: 1.25% a year; $750,001 to $1,000,000: 1.1% a year; $1,000,001 to $2,000,000: 1% a year; $2,000,001 to $4,000,000: 0.9% a year; Above $4,000,000: see the brochure; Hourly rate: $150 to $400 an hour (professional time); Hourly rate: $90 to $180 an hour (administrative time). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Marquis Wealth Management Group located?
Marquis Wealth Management Group's principal office is in Fort Myers, FL, according to its Form ADV.
Is Marquis Wealth Management Group registered with the SEC or a state?
Marquis Wealth Management Group is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116604.
How much does Marquis Wealth Management Group manage?
Marquis Wealth Management Group reports $489,223,767 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (17% discretionary).
How have Marquis Wealth Management Group's assets and staff changed since 2021?
In the Form ADV data for Marquis Wealth Management Group: Regulatory assets under management: $295,844,903 in the October 2021 data and $489,223,767 in the October 2026 data, up 65%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Marquis Wealth Management Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); high net worth individuals (103); charitable organizations (12).
Which custodians does Marquis Wealth Management Group use?
Marquis Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Marquis Wealth Management Group 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/116604
What changed in Marquis Wealth Management Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $431,462,723 to $489,223,767 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.5% |
| $500,001 to $750,000 | 1.25% |
| $750,001 to $1,000,000 | 1.1% |
| $1,000,001 to $2,000,000 | 1% |
| $2,000,001 to $4,000,000 | 0.9% |
| Above $4,000,000 | See the brochure |
The brochure's wording
and type of assets placed under the Registrant’s management (between negotiable and 1.50%) as follows: Market Value of Portfolio % of Assets Up to $500,000 1.50% $500,001-$750,000 1.25% $750,001-$1,000,000 1.10% $1,000,001-$2,000,000 1.00% $2,000,001-$4,000,000 0.90% Over $4,000,000 Negotiable
Hourly rate: $150 to $400 an hour (professional time)
The brochure's wording
Registrant’s planning and consulting fees are negotiable, but generally range from $150 to $400 on an hourly rate basis for professional time
Hourly rate: $90 to $180 an hour (administrative time)
The brochure's wording
Registrant’s planning and consulting fees are negotiable, but generally range from $150 to $400 on an hourly rate basis for professional time and $90 to $180 on an hourly basis for administrative time
As stated in the firm's Form ADV Part 2A brochure dated April 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$489,223,767 as of October 2026, filing dated April 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- MNS Financial Management, L.L.C.
- Also doing business as
- MARQUIS WEALTH MANAGEMENT GROUP, THE MARQUIS WEALTH MANAGEMENT GROUP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 9. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $489,223,767 | 9 | April 24, 2026 |
| October 2025 | $431,462,723 | 9 | March 25, 2025 |
| October 2024 | $361,075,603 | 9 | August 20, 2024 |
| October 2023 | $326,493,216 | 9 | September 18, 2023 |
| October 2022 | $348,851,349 | 8 | August 1, 2022 |
| October 2021 | $295,844,903 | 8 | April 19, 2021 |
Regulatory assets under management: $295,844,903 in the October 2021 data and $489,223,767 in the October 2026 data, up 65%.
Total employees: 8 in October 2021 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $431,462,723 to $489,223,767 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Marquis Wealth Management Group (CRD 116604): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/marquis-wealth-management-group-fort-myers-fl-116604