# Muhr Advisory Group

> Muhr Advisory Group is a state-registered investment advisory firm in Clayton, CA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 127104
- Filed as: MUHR ADVISORY GROUP
- Legal name: Muhr, Jeffrey, Louis
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clayton, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127104
- AdvisorCensus page: https://advisorcensus.com/firm/muhr-advisory-group-clayton-ca-127104

## Quick answers

**How is Muhr Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Muhr Advisory 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 Muhr Advisory Group located?**
Muhr Advisory Group's principal office is in Clayton, CA, according to its Form ADV.

**Is Muhr Advisory Group registered with the SEC or a state?**
Muhr Advisory Group is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 127104.

**How much does Muhr Advisory Group manage?**
Muhr Advisory Group reports $55,131,004 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (78% discretionary).

**What types of clients does Muhr Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (43).

**Does Muhr Advisory 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/127104

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $55,131,004
- Discretionary: $42,997,691
- Non-discretionary: $12,133,313

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $18,293,483 |
| High net worth individuals | 43 | $36,837,521 |

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

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- 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. Muhr Advisory Group (CRD 127104): Form ADV filing data as of October 2026.