M
MTR Advisory Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,246,330
Clients
31
81% 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
31
TypicalAverage account size
$1,072,462
About
MTR Advisory Services is an independent, state-registered investment adviser that works with individual investors, including high-net-worth clients, providing discretionary investment management and portfolio construction. Services include tailored portfolios composed of individual stocks and bonds, exchange-traded funds and no‑load or load‑waived mutual funds, along with ongoing account administration.
The firm builds client portfolios by assessing investment objectives, time horizon and risk tolerance, then implementing diversified allocations and rebalancing as needed to align with stated goals. It uses publicly available research and third‑party sources for analysis, typically seeks discretionary authority to execute trades, and conducts account reviews at least quarterly with annual written reports.
Compared with many peers, MTR manages a notable level of assets relative to its client count, which corresponds with its explicit work with high‑net‑worth individuals and its willingness to decline smaller portfolios despite having no formal account minimum. The firm discloses that it does not accept commissions, applies a written Code of Ethics with ongoing monitoring and training, may assume limited custody only with client authorization, and may refuse client trading restrictions it considers contrary to the client’s best interest.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $500,000: 0.85% $500,001 - $2,000,000: 0.65% $2,000,001+: 0.45%
Main office location
MTR Advisory Services, Inc.
1004 Mo Pac Circle, #100
Austin TX 78746, United States
Number of offices
1
Most active in
MTR Advisory Services, Inc. has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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