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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2025
- Office Locations
- 2
Office Locations
About Market Investment Group, LLC
Market Advisory Group (Market Investment Group, LLC) provides fiduciary financial advising and investment management focused on retirement planning, paired with integrated tax planning, estate planning support (wills/trusts), and Medicare/health insurance guidance through affiliated specialists. The firm emphasizes a coordinated “one team” approach and serves clients across the Wichita and Kansas City areas, supported by robust investor education via in-person classes, weekly market commentary, and nationally aired retirement shows/podcasts produced in-house.
Reported data analysis
What the numbers show
Between November 6, 2025 and February 26, 2026, reported AUM increased 230.1%, from $126.1M to $416.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 19 advisory representatives and 1,814 clients, or 95.5 clients per representative. That equates to $229.6K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Market Investment Group, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Market Investment Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW JAMES EDWARD GOOLSBY
Chief Executive Officer, Manager
- CRD
- #7239299
- Ownership
- Less than 5%
Billy Duane Ramsey
Chief Compliance Officer, Chief Operating Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Danny James Goolsby
Investment Advisor Representative
- CRD
- #6621467
LARRY D KLOEFKORN
Investment Advisor Representative
- CRD
- #6368472
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $416,448,715 | $108,168 |
| Non-Discretionary | $0 | -- |
| Total | $416,448,715 | $108,168 |
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Separately Managed Accounts
SMA allocation detail is available
Market Investment Group, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.