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MJT & Associates Financial Advisory Group, Inc.

MJT & Associates Financial Advisory Group, Inc.. CRD 297716

MJT & Associates Financial Advisory Group, Inc. logo

CRD: 297716

MJT & Associates Financial Advisory Group, Inc.

Montevideo, MN, 56265
3202697889
mjtassociates.com
$198.9M Total AUM
$189.0M Disc. AUM
21.5% 3Y CAGR
2 Employees
317 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Signal
Established Date
10-31-2018
Office Locations
1

Office Locations

1315 Grove AVE Suite 5 Montevideo MN

About MJT & Associates Financial Advisory Group, Inc.

MJT & Associates is a Minnesota-based, fee-only wealth management firm serving Montevideo, Excelsior, and nearby communities. The team works with small business owners, retirees/pre-retirees, and families in transition-often around divorce and special needs planning-delivering integrated financial, tax, retirement, estate, and investment management. Portfolios emphasize asset allocation and tax-aware use of ETFs and mutual funds, custodied at Charles Schwab.

Team overview

-- AVG AGE
$198.9M AVG AUM / ADVISOR
$627.6K AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Capital beacon Prime beacon Pioneer crest

Client Personas

Frontier Ember Legacy

Custodian

Foundation momentum Pioneer Optima oak North Value Crest alpha Harbor Prime ridge Pioneer oak

Investment Themes

North timber Element Vertex atlas

Investment Vehicles

Ember horizon

Platform

Wave Frontier

Services

Harbor frontier Peak Insight legacy Value ember Value alpha Signal Foundation Crest Eagle Optima vertex Eagle summit

Technology

Momentum

Owner & Executives

MITCHELL JACOB THOMPSON

MITCHELL JACOB THOMPSON

Associate, Chief Compliance Officer, President

CRD
#4272184
Ownership
75% or more
(433) 722-8153
north.alpha@capitalcapital.com
in linkedin.com/in/eagle-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-09-2022
03-09-2023
02-02-2024
01-30-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $188,970,162 $215,719
Non-Discretionary $9,976,586 $1,425,227
Total $198,946,748 $225,308

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Separately Managed Accounts

Total SMA Asset: $198,946,748

$198.9M Total SMA
Equity - Exchange:
32.8%
Public Funds:
31.8%
Private Funds:
35.4%
Asset class Assets Assets %
Equity - Exchange $1,954,837,735 32.8%
Public Funds $1,895,239,023 31.8%
Private Funds $2,109,794,385 35.4%
Total $5,959,871,143 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
SIGNAL VECTOR NORTH BEACON ZENITH KC0ZZHE9Y WLLC 11.39% $106,201,157
NORTH MOMENTUM TIMBER ALPHA TIMBER XZE9W2A79 EMJ 0.84% $111,198,286
TIMBER ALPHA FRONTIER ATLAS NISYZ3UMN PFZ 12.35% $75,214,644
CATALYST PRIME GLACIER VALUE UF5MMYXZJ EXHW 4.61% $23,707,226
BRIDGE MATRIX MATRIX ELEMENT N0QFFZJO7 RWFN 6.11% $73,337,380
QUANTUM EMBER MATRIX VALUE PEAK CR3P4N5ST FPC 3.19% $6,023,360
VECTOR BRIDGE GLACIER VITAL PRIME 5VC92556O GNGMD 7.51% $11,156,132
SIGNAL MOMENTUM FUSION INSIGHT 98YEZNNMH KKJGK 0.74% $88,007,268

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