M
Missional Advisor Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,000,000
Clients
140
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
140
Very HighAverage account size
$300,000
About
Missional Advisor Group provides discretionary portfolio management and related advisory services primarily to individual clients, including high‑net‑worth individuals. The firm documents client goals and risk tolerance in written Investment Policy Statements, performs regular portfolio monitoring, and also delivers services through LPL Financial–sponsored advisory platforms.
The firm’s investment approach is grounded in modern portfolio theory and quantitative analysis with a long‑term trading horizon, tailoring asset allocation and security selection to each client’s IPS while generally exercising discretionary authority. Portfolios typically rely on mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and similar vehicles.
What distinguishes the firm from many peers is its role as a wrap fee program sponsor and its use of LPL‑sponsored programs and a required LPL custodial platform, as well as the principal’s active involvement as a sponsor/general partner in syndicated real estate funds. The principal is also a licensed insurance agent and may receive commissions for insurance or annuity sales; these affiliations and the related potential conflicts of interest are disclosed in the firm’s brochure.
Client services
Portfolio management
Expertise
Wealth management
Real estate investing
Annuities
Passive / index investing
Fee options
$0 - $2,500,000: 1.25% $2,500,001 - $3,500,000: 0.75% $3,500,001 - $5,500,000: 0.65% $5,500,001+: 0.50%
Main office location
Missional Advisor Group
1240 Winnowing Way, Unit 102
Mount Pleasant SC 29466, United States
Number of offices
1
Most active in
Missional Advisor Group has reported serving >5 clients in these states in the last 12 months.
Illinois · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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