# MTR Advisory Services, Inc.

> MTR Advisory Services, Inc. is a state-registered investment advisory firm in Austin, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 121140
- Filed as: MTR ADVISORY SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121140
- AdvisorCensus page: https://advisorcensus.com/firm/mtr-advisory-services-inc-austin-tx-121140

## Quick answers

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

**Where is MTR Advisory Services, Inc. located?**
MTR Advisory Services, Inc.'s principal office is in Austin, TX, according to its Form ADV.

**Is MTR Advisory Services, Inc. registered with the SEC or a state?**
MTR Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 121140.

**How much does MTR Advisory Services, Inc. manage?**
MTR Advisory Services, Inc. reports $33,246,330 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does MTR Advisory Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (6).

**Does MTR Advisory Services, Inc. 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/121140

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $33,246,330
- Discretionary: $33,246,330
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,878,440 |
| High net worth individuals | 25 | $30,367,890 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MTR Advisory Services, Inc. (CRD 121140): Form ADV filing data as of October 2026.