This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2004
- Office Locations
- 1
Office Locations
About MRD, Inc.
MRD, Inc. is a Irvine-based RIA. The firm has been operating for 22 years. Managing $181.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 1, 2025 and August 6, 2026, reported AUM increased 13.9%, from $159.5M to $181.7M.
Across 5 reported observations, AUM increased 38.0% between October 11, 2022 and August 6, 2026, from $131.7M to $181.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 73 clients, or 73 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review MRD, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full MRD, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL DEKOVNER
Chief Compliance Officer, Director, Owner, President
- CRD
- #2134948
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,702,390 | $683,092 |
| Non-Discretionary | $0 | -- |
| Total | $181,702,390 | $683,092 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
MRD, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.