# The Mass Group

> The Mass Group is an SEC-registered investment advisory firm in Dubai, United Arab Emirates, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 330425
- Filed as: THE MASS GROUP
- Legal name: The Mass Group L.L.C-FZ
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dubai, United Arab Emirates
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330425
- AdvisorCensus page: https://advisorcensus.com/firm/the-mass-group-dubai-330425

## Quick answers

**How is The Mass Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Mass Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does The Mass Group charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $750 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Mass Group located?**
The Mass Group's principal office is in Dubai, United Arab Emirates, according to its Form ADV.

**Is The Mass Group registered with the SEC or a state?**
The Mass Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330425.

**How much does The Mass Group manage?**
The Mass Group reports $44,017,712 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have The Mass Group's assets and staff changed since 2024?**
In the Form ADV data for The Mass Group: Regulatory assets under management: $0 in the October 2024 data and $44,017,712 in the October 2026 data. Total employees: 2 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Mass Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (12).

**Which custodians does The Mass Group use?**
The Mass Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Mass 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/330425

**Does The Mass Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Our firm does not require a minimum account balance to engage in services with Mass Group."

**What changed in The Mass Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $29,163,342 to $44,017,712 (+51%). Registered or notice-filed in CA, CO, FL, LA, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> Our firm does not require a minimum account balance to engage in services with Mass Group.

- Flat fee: $750 to $10,000 (financial planning services)

> Our Firm provides financial planning services under a fixed fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. There is a range in the amount of the fixed fee charged by our Firm for financial planning services. The minimum fee is $750, and the maximum fixed fee is $10,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $44,017,712
- Discretionary: $0
- Non-discretionary: $44,017,712

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,710,715 |
| High net worth individuals | 69 | $41,306,997 |
| 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)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- the-mass-group.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | June 6, 2024 |
| October 2025 | $29,163,342 | 6 | June 3, 2025 |
| October 2026 | $44,017,712 | 7 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $44,017,712 in the October 2026 data.
Total employees: 2 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $29,163,342 to $44,017,712 (+51%).
- Registered or notice-filed in CA, CO, FL, LA, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Mass Group (CRD 330425): Form ADV filing data as of October 2026.