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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2005
- Office Locations
- 1
Office Locations
About MJM Financial Advisors, LLC
MJM Financial Advisors is a fee-only, fiduciary RIA providing highly personalized financial planning and ongoing wealth and investment management, including investment policy guidance and portfolio consolidation. The firm also offers tax advisory support and serves retail investors, including entrepreneurs. Custody is supported through major platforms such as Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full MJM Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN MAYE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2051136
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,937,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,937,760 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MJM Financial Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.