# Missional Advisor Group

> Missional Advisor Group is a state-registered investment advisory firm in Mount Pleasant, SC, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 328104
- Filed as: MISSIONAL ADVISOR GROUP
- Legal name: Missional Advisor Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mount Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328104
- AdvisorCensus page: https://advisorcensus.com/firm/missional-advisor-group-mount-pleasant-sc-328104

## Quick answers

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

**Where is Missional Advisor Group located?**
Missional Advisor Group's principal office is in Mount Pleasant, SC, according to its Form ADV.

**Is Missional Advisor Group registered with the SEC or a state?**
Missional Advisor Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328104.

**How much does Missional Advisor Group manage?**
Missional Advisor Group reports $42,000,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Missional Advisor Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (15).

**Does Missional Advisor Group 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/328104

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,000,000
- Discretionary: $42,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $23,000,000 |
| High net worth individuals | 15 | $19,000,000 |
| 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)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- LinkedIn @98701477
- X @i

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Missional Advisor Group (CRD 328104): Form ADV filing data as of October 2026.