Mrwm Advisors, Llc
- Regulatory AUM
- $432M
- Discretionary
- $432M
- Clients
- 349
- Avg AUM / client
- $1.2M
- Accounts
- 1,068
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 293 | $112M | 25.9% |
| High net worth individuals | 56 | $300M | 69.6% |
| Banking or thrift institutions | Fewer than 5 clients | $577K | 0.13% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.1M | 0.26% |
| Corporations and other businesses | Fewer than 5 clients | $17.9M | 4.16% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Tomas Dodson | Member | CFA | Apr 2014 (12y) | ≈ 37.5% – 75% via Cypress Capital, Llc |
| Michael Preston Brooks | Member | CFA | Apr 2014 (12y) | ≈ 37.5% – 75% via Cypress Capital, Llc |
| Luther, Taylor, Reigh | Chief Compliance Officer | Nov 2019 (7y) | Less than 5% | |
| James Tracy Hackney | Registered representative | CFP | Jan 2020 (7y) | |
| Cynthia Robyn Durdin | Registered representative | Jan 2025 (2y) | ||
| Laura Jane Davis | Registered representative | CFP Chartered Financial Consultant | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cypress Capital, Llc | Sole Member | May 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mark Tomas Dodson: 50% – 75% of Cypress Capital, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Michael Preston Brooks: 50% – 75% of Cypress Capital, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.03 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $432M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 09, 2026.
View current Form ADV (SEC/IAPD) ↗