MRC Group LLC

Overview

MRC Group LLC is a small, owner-operated investment advisory firm that manages discretionary portfolios for both high-net-worth individuals/families and institutions. The firm focuses on portfolio management for individuals, small businesses and institutional entities and charges clients on a percentage-of-assets basis with the ability to assess performance-based fees. Its investment practice emphasizes liquid, publicly traded equities—largely executed through exchange-traded vehicles and separately managed account structures—alongside mutual fund holdings. MRC Group reports no active ESG screening and is not positioned as a multi-state adviser.

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Location & Offices