$76.9M Total AUM
$61.9M Disc. AUM
-- 3Y CAGR
3 Employees
53 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerZenith capital
- Established Date
- 12-07-2017
- Office Locations
- 1
Office Locations
3001 Dallas Pkwy STE 750 Frisco TX
About MRM Financial Advisors, LLC
MRM CPAs & Advisors (MRM Financial Advisors, LLC) is a Frisco, TX firm that pairs tax and accounting expertise with wealth management for entrepreneurs, executives, professionals, and families. It supports businesses with audits, accounting, tax planning, and compliance, and individuals with tax prep, estate planning, and ongoing investment management focused on building and protecting long-term legacies. Custody includes Charles Schwab.
Team overview
46 AVG AGE
$25.6M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Peak Beacon bridge Crest Harbor eagle Alpha element Bridge Summit bridge
Client Personas
Frontier ember Ember Beacon meridian
CRM
Zenith
Custodian
Meridian Frontier north Horizon vertex Vector
Investment Themes
Quantum Unison signal Ridge vector Atlas signal
Investment Vehicles
Prime Wave focus Fusion
Services
Ember Peak harbor Oak Ember horizon Timber focus Eagle Crest Ember atlas Ridge ember Optima atlas Prime Delta pathway Catalyst
Technology
Insight radial Harbor
Owner & Executives
B
Brett E Mills
Advisor, Manager
- CRD
- #6722617
- Ownership
- 50% but less than 75%
(224) 484-2696
element.alpha@deltacapital.com
in linkedin.com/in/pathway-insight
Showing 1 of 1 owners & executives
Unlock allContacts
K
KENNETH HAINES JR.
--
- CRD
- #7277762
(582) 766-9279
oak.insight@peakcapital.com
in linkedin.com/in/oak-summit
N
NEAL BHARAT PATEL
--
- CRD
- #5359340
(757) 486-1238
ridge.bridge@vertexcapital.com
in linkedin.com/in/pathway-unison
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,855,465 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $76,855,465 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,855,465
Public Funds:
9.3% Private Funds:
24.9% Cash:
23.5% Equity - Exchange:
21.6% U.S. Government/Agency:
20.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $382,035,304 | 9.3% |
| Private Funds | $1,022,868,718 | 24.9% |
| Cash | $965,358,027 | 23.5% |
| Equity - Exchange | $887,307,803 | 21.6% |
| U.S. Government/Agency | $850,336,645 | 20.7% |
| Total | $4,107,906,497 | 100.0% |