M1 Advisory

Overview

M1 Advisory is an SEC-registered limited liability company that began registration in 2015. The firm bills itself as a percentage-of-AUM advisory business and provides portfolio management across several client types: individuals and small businesses, pooled investment vehicles, and businesses or institutional clients. It is not flagged as a capital allocator and is not an active ESG investor. Industry affiliation data show a broker-dealer relationship. The ADV indicates the firm operates under a domestic ownership structure and is neither newly formed nor a multi-state adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices