Mjr Financial Llc
- Regulatory AUM
- $245M
- Discretionary
- $243M
- Clients
- 214
- Avg AUM / client
- $1.1M
- Accounts
- 783
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 121 | $28.0M | 11.4% |
| High net worth individuals | 83 | $213M | 87.0% |
| Charitable organizations | 5 | $1.5M | 0.6% |
| Corporations and other businesses | 5 | $2.3M | 0.93% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Daniel Markovich | Chief Compliance Officer And Managing Member | CFP | Aug 2017 (9y) | 50% – 75% |
| Kristen Sanders Leclair | Ceo And Managing Member | CFP | Nov 2018 (8y) | 50% – 75% |
| Theodore P.S. Leclair | Registered representative | Nov 2018 (8y) |
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) | 02/02/2026 | 909 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
- • Fixed fees
- • Other fees
- • BUSINESS CONSULTING SERVICES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $245M (100% of AUM) Feb 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: Feb 02, 2026.
View current Form ADV (SEC/IAPD) ↗