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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- CatalystRidge horizon +more
- 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.
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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
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Danny James Goolsby
--
- CRD
- #6621467
James Matthew Hiatt
--
- CRD
- #8117637
Optima harbor
Horizon meridian
- CRD
- #32650
Showing 2 of 6 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
Total SMA Asset: $416,448,715
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $85,905,100 | 14.9% |
| Cash | $46,700,088 | 8.1% |
| Equity - Exchange | $88,787,822 | 15.4% |
| Corporate - Investment Grade | $100,895,252 | 17.5% |
| Equity - OTC | $86,481,644 | 15.0% |
| Municipal Bonds | $106,660,695 | 18.5% |
| Private Funds | $23,638,316 | 4.1% |
| U.S. Government/Agency | $37,475,379 | 6.5% |
| Total | $576,544,296 | 100.0% |