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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

MRM GROUP

MRM ASSET ALLOCATION GROUP, INC., CRD 110898

ST LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40a26455-6b25-70ce-01a4-4a70b5ce60f4

Data as of Oct 12, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2012 to Oct 12, 2021
72 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $84.0MItem 5.F on the latest filing (2021-10-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $84.0M
Private client RAUM: $62.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $84.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 324
Individual clients: 299
High net worth clients: 14
SEC number: 801-32996
CRD: 110898
Filings on the tape: 72
First filed: Apr 16, 2012
Latest filed: Oct 12, 2021
Organised: Corporation, Missouri

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT RAFAEL	n/a	ST LOUIS, MO	12	41	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RAFAEL, ROBERT	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	08/1988	Apr 16, 2012	Oct 12, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Aug 16, 2021	$84.0M	$84.0M	3	1	0	n/a	n/a
2020	Aug 20, 2020	$68.6M	$68.6M	3	1	0	n/a	n/a
2019	Aug 21, 2019	$70.2M	$70.2M	3	1	0	n/a	n/a
2018	Aug 15, 2018	$73.5M	$73.5M	3	1	0	n/a	n/a
2017	Aug 28, 2017	$69.9M	$69.9M	6	3	n/a	n/a	n/a
2016	Sep 28, 2016	$87.0M	$87.0M	8	4	n/a	n/a	n/a
2013	Sep 30, 2013	$67.8M	$67.8M	5	2	n/a	n/a	n/a
2012	Oct 4, 2012	$49.3M	$49.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$84.0M	$68.6M	22.4%	$73.5M	4.6%	3	3	0	0

Relationships

Controls (1)

← RAFAEL, ROBERTOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 16, 2012 to presentfactForm ADV

Registered with (4)

← ROBERT RAFAELAdvisorregistration: current employment
Nov 8, 2013 to presentfactForm ADV
← SHAYMOND ALAN JANESAdvisorregistration: previous registration
Aug 3, 2017 to May 10, 2018factForm ADV
← STEPHANIE C CALDERASAdvisorregistration: previous registration
Oct 6, 2016 to Oct 25, 2017factForm ADV
← ANDRES AMANO BONIFACIOAdvisorregistration: previous registration
Jan 12, 2004 to Aug 3, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40a26455-6b25-70ce-01a4-4a70b5ce60f4
First observed: Apr 16, 2012
Last observed: Oct 12, 2021 60 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MRM GROUP

MRM ASSET ALLOCATION GROUP, INC., CRD 110898

ST LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:40a26455-6b25-70ce-01a4-4a70b5ce60f4

Data as of Oct 12, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT RAFAEL

n/a

ST LOUIS, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RAFAEL, ROBERT

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

08/1988

Apr 16, 2012

Oct 12, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Aug 16, 2021

$84.0M

n/a

2020

Aug 20, 2020

$68.6M

n/a

2019

Aug 21, 2019

$70.2M

n/a

2018

Aug 15, 2018

$73.5M

n/a

2017

Aug 28, 2017

$69.9M

n/a

2016

Sep 28, 2016

$87.0M

n/a

2013

Sep 30, 2013

$67.8M

n/a

2012

Oct 4, 2012

$49.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$84.0M

$68.6M

22.4%

$73.5M

4.6%