M Group Investment Advisor, Llc
- Regulatory AUM
- $344M
- Discretionary
- $257M
- Clients
- 448
- Avg AUM / client
- $767K
- Accounts
- 448
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $42.1M | 12.3% |
| High net worth individuals | 95 | $55.4M | 16.1% |
| Pension and profit sharing plans | 62 | $246M | 71.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southland Paving Inc. Employees Profit Sharing/401(k) Plan Southland Paving Inc | 2024 | |
| Swank Enterprises Inc Davis Bacon Pension Plan And Trust Swank Enterprises Inc | 2024 | |
| Spanish Springs Construction Inc Davis Bacon Pension Plan & Trust Spanish Springs Construction Inc | 2024 | |
| Mortgage Express, Llc 401(k) Profit Sharing Plan Mortgage Express, Llc | 2024 | |
| Faber Construction, Inc 401 K Plan Faber Construction, Inc. | 2024 | |
| Irish Davis Bacon Pension Plan And Trust Irish Construction | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Andrew Marcelia | Ceo/Cco/Managing Member | Feb 2012 (14y) | 75% or more | |
| Edward Guy Leeper | Registered representative | Apr 2012 (14y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M Group Advisor Holdings Inc | Ceo | Jun 2015 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southland Paving Inc. Employees Profit Sharing/401(k) Plan | Southland Paving Inc | 124 | $13.7M | 01/01/2024 |
| Swank Enterprises Inc Davis Bacon Pension Plan And Trust | Swank Enterprises Inc | 169 | $5.9M | 01/01/2024 |
| Spanish Springs Construction Inc Davis Bacon Pension Plan & Trust | Spanish Springs Construction Inc | 241 | $4.9M | 01/01/2024 |
| Mortgage Express, Llc 401(k) Profit Sharing Plan | Mortgage Express, Llc | 117 | $20.5M | 01/01/2024 |
| Faber Construction, Inc 401 K Plan | Faber Construction, Inc. | 155 | $11.6M | 01/01/2024 |
| Irish Davis Bacon Pension Plan And Trust | Irish Construction | 155 | $5.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $97.6M (28% of AUM) Mar 2026
- Ascensus Broker Dealer Services, Llc $97.1M (28% of AUM) Mar 2026
- Gwfs Equities, Inc. $80.6M (33% of AUM) Feb 2022
- Adp Broker Dealer, Inc. $23.3M (10% of AUM) Mar 2023
- John Hancock Distributors Llc $20.9M (10% of AUM) Sep 2021
- Empower Financial Services, Inc. $8.5M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗