# MRM Group

> MRM Group is a state-registered investment advisory firm in St Louis, MO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 110898
- Filed as: MRM GROUP
- Legal name: MRM Asset Allocation Group, Inc.
- Also doing business as: MRM GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: St Louis, MO
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110898
- AdvisorCensus page: https://advisorcensus.com/firm/mrm-group-st-louis-mo-110898

## Quick answers

**How is MRM Group compensated?**
On its Form ADV (Item 5.E, October 2026), MRM Group reports these compensation arrangements: a percentage of assets under its management.

**Where is MRM Group located?**
MRM Group's principal office is in St Louis, MO, according to its Form ADV.

**Is MRM Group registered with the SEC or a state?**
MRM Group is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 110898.

**How much does MRM Group manage?**
MRM Group reports $56,062,595 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have MRM Group's assets and staff changed since 2021?**
In the Form ADV data for MRM Group: Regulatory assets under management: $83,962,555 in the October 2021 data and $56,062,595 in the October 2026 data, down 33%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MRM Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (354); individuals (other than high net worth individuals) (102).

**Does MRM Group report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(1) (self-regulatory organization's finding of a false statement or omission) and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110898

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $56,062,595
- Discretionary: $56,062,595
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $23,052,364 |
| High net worth individuals | 354 | $20,218,555 |
| 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 | Fewer than 5 | $144,561 |
| 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 | Fewer than 5 | $12,647,115 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: KS, MO, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/110898

### Websites listed on Form ADV (Item 1.I)
- mrminv.com
- LinkedIn @mrm-asset-allocation-group
- LinkedIn @robert-rafael-05510346

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $83,962,555 | 3 | September 14, 2021 |
| October 2026 | $56,062,595 | 3 | August 6, 2026 |

Regulatory assets under management: $83,962,555 in the October 2021 data and $56,062,595 in the October 2026 data, down 33%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MRM Group (CRD 110898): Form ADV filing data as of October 2026.