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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-1995
- Office Locations
- 1
Office Locations
About MRM Group
MRM Group is a state-registered RIA delivering tactical, quantitative bottom-up portfolio management for retail and institutional clients. The firm actively allocates across broad U.S. and international equity markets using ETFs (including its Dynamic Overlay flagship), and also offers U.S. dividend-focused and all-domestic equity strategies. The site highlights GIPS certification.
Reported data analysis
What the numbers show
Between December 10, 2020 and September 14, 2021, reported AUM increased 22.4%, from $68.6M to $84.0M.
Across 5 reported observations, AUM increased 20.1% between November 30, 2017 and September 14, 2021, from $69.9M to $84.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 456 clients, or 456 clients per representative. That equates to $122.9K in reported AUM per client.
The profile lists 1 reported office location and 30 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
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ROBERT RAFAEL
Chief Compliance Officer, President
- CRD
- #370011
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,062,595 | $259,144 |
| Non-Discretionary | $0 | -- |
| Total | $56,062,595 | $259,144 |
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Separately Managed Accounts
SMA allocation detail is available
MRM Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.