SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
994 Group
Austin, TX
MJR Financial LLC, CRD 289923
Firm filing updated February 2, 2026 ·
- $244.7MAssets
- 214Clients
- 2Advisory staff
- 783Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals121
- High net worth individuals83
- Charities5
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 121 | $28.0 million |
| High net worth individuals | 83 | $212.9 million |
| Charitable organizations | 5 | $1.5 million |
| Corporations or other businesses not listed above | 5 | $2.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "FINANCIAL CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "FINANCIAL CONSULTING"
Assets and accounts
- Regulatory assets$244.7 million
- Accounts783
- Discretionary$243.3 million · 779 accounts
- Non-discretionary$1.4 million · 4 accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: MJR Financial LLC SEC-registered investment advisor. CRD 289923, SEC file 801-128543.
- Registered with the SEC as an investment advisor (status date on record: August 9, 2023).
Is 994 Group a fiduciary?
Short answer: 994 Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.