M
MRB Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
Clients
12
0% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$250,000
About
MRB Capital Group, LLC is a fee-only, registered investment adviser that provides portfolio management, investment selection, asset allocation and retirement transition planning to individuals, businesses, trustees and pension plans, and also advises on company retirement plans. The firm states it generally charges percentage-of-assets fees and offers ongoing advisory services, rebalancing and quarterly reporting.
The adviser employs a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios using no-load mutual funds, ETFs, individual stocks, municipal and corporate bonds, CDs and money-market instruments. Clients may elect an ESG overlay to be integrated into the firm’s risk management framework, and accounts are reviewed quarterly against published benchmark portfolios.
MRB Capital is a single-advisor practice owned and operated by Michael R. Ball Jr., who also discloses a concurrent senior analytics role at AT&T on his Brochure Supplement — a dual-career arrangement that is atypical for many solo advisers. The brochure further notes operational particulars that distinguish the firm from peers: it reported $0 in discretionary and 401(k) assets as of February 14, 2024, allows for occasional direct billing or household account combination for fee calculation, and discloses that the firm may compensate third-party referrers.
Client services
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.40%
Account minimum: $100,000 Fee-only: Fee-only investment advisory firm, no commissions or product sales.
Main office location
MRB Capital
Atlanta GA, United States
Number of offices
1
Most active in
MRB Capital has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
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:
-
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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