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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MRA ADVISORY GROUP

CRD 287933

SARASOTA, FL

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:5fb17813-05c5-26dc-b618-ee097a7a2251

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Mar 31, 2017 to Aug 3, 2026
43 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $361MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $348M
Private client RAUM: $360MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $45.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 8
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,993
Individual clients: 372
High net worth clients: 125
SEC number: 801-110363
CRD: 287933
Filings on the tape: 43
First filed: Mar 31, 2017
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE

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
ALISON C COGAN	n/a	SARASOTA, FL \| Parsippany, NJ	9	12	n/a	no
ELIZABETH PETERSON WAHLIG	n/a	Parsippany, NJ \| SARASOTA, FL \| Mechanicsburg, PA	8	15	2	no
Joseph A Verile	n/a	SARASOTA, FL \| Parsipany, NJ	8	10	n/a	no
PAUL STEVEN PLEMENOS	n/a	SARASOTA, FL \| Parsippany, NJ	7	28	4	no
ADAM CHARLES ANDERSON	n/a	SARASOTA, FL	7	21	1	no
MARCO LIMA	Certified Financial Planner	SARASOTA, FL \| PARSIPPANY, NJ	3	23	1	no
DALTON LEE CHANDLER	n/a	Paducah, KY \| SARASOTA, FL	3	37	5	no
Jonathan Philip DeBrito	n/a	São Paulo \| SARASOTA, FL	3	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MRA CAPITAL PARTNERS LP	Hedge Fund	$2.2M	Mar 28, 2018	23	Mar 28, 2018	dropped	021-299706

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
ANDERSON, ADAM, CHARLES	MANAGING MEMBER	B	yes	05/2017	May 25, 2017	Dec 2, 2024
LIMA, MARCO	MANAGING MEMBER, CCO	E	yes	05/2017	May 25, 2017	Dec 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MRA CAPITAL MANAGEMENT	n/a	n/a	n/a	N	yes	n/a
MRA CAPITAL PARTNERS GP	n/a	n/a	n/a	N	yes	n/a
MRA TAX SERVICES, LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
TAMPA BAY	FL	United States	1	no
Paducah	Ky	United States	1	no
n/a	n/a	n/a	1	no

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; showing 9 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026	$361M	$348M	13	8	5	n/a	n/a
2024	Apr 9, 2025	$294M	$294M	12	8	4	n/a	n/a
2023	Mar 11, 2024	$246M	$246M	15	6	4	n/a	n/a
2022	Feb 23, 2023	$214M	$214M	16	7	2	n/a	n/a
2021	Mar 18, 2022	$214M	$214M	16	7	2	n/a	n/a
2020	Mar 17, 2021	$169M	$169M	16	7	2	n/a	n/a
2019	Mar 25, 2020	$141M	$141M	15	6	0	n/a	n/a
2018	Mar 27, 2019	$127M	$127M	12	8	1	n/a	n/a
2017	Mar 28, 2018	$173M	$173M	11	7	1	1	$2.2M

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
2025	$361M	$294M	23.0%	$214M	19.2%	13	12	5	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	4	May 26, 2017	Feb 27, 2023	SPARTA, NJ	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (10)

← Jonathan Philip DeBritoAdvisorregistration: current employment
Aug 29, 2023 to presentfactForm ADV
← DALTON LEE CHANDLERAdvisorregistration: current employment
Feb 27, 2023 to presentfactForm ADV
← MARCO LIMAAdvisorregistration: current employment
Feb 23, 2023 to presentfactForm ADV
← ADAM CHARLES ANDERSONAdvisorregistration: current employment
Oct 9, 2018 to presentfactForm ADV
← PAUL STEVEN PLEMENOSAdvisorregistration: current employment
Oct 3, 2018 to presentfactForm ADV
← Joseph A VerileAdvisorregistration: current employment
Aug 3, 2018 to presentfactForm ADV
← ELIZABETH PETERSON WAHLIGAdvisorregistration: current employment
Feb 6, 2018 to presentfactForm ADV
← ALISON C COGANAdvisorregistration: current employment
Jun 22, 2017 to presentfactForm ADV
← NICHOLAS PIRSOSAdvisorregistration: previous registration
Aug 25, 2020 to Jun 6, 2023factForm ADV
← Anthony Trevor SantolociAdvisorregistration: previous registration
Jun 26, 2017 to Aug 11, 2017factForm ADV

Controls (2)

← LIMA, MARCOOwnerMANAGING MEMBER, CCO, ownership code E, individual
May 25, 2017 to Dec 2, 2024factForm ADV
← ANDERSON, ADAM, CHARLESOwnerMANAGING MEMBER, ownership code B, individual
May 25, 2017 to Dec 2, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser4 advisors, team lift out
May 26, 2017 to Feb 27, 2023factForm ADV

Advises (1)

→ MRA CAPITAL PARTNERS LPPrivate fundHedge Fund, IA, no longer reported
Mar 28, 2018 to Mar 28, 2018factForm ADV

Dated events

Occurred
Jun 6, 2023
Advisor changed firm
Nicholas Pirsos left Mra Advisory Group for Forthright Capital (registered 2023-08-17)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2019
Control person joined
Charles Adam Anderson (Managing Member) appeared on Schedule A of Mra Advisory Group
Form ADVobserved 6 days ago
Occurred
Mar 31, 2017
First Form ADV filing
Morris Retirement Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fb17813-05c5-26dc-b618-ee097a7a2251
First observed: Mar 31, 2017
Last observed: Aug 3, 2026 49 days 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.

MRA ADVISORY GROUP

CRD 287933

SARASOTA, FL

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:5fb17813-05c5-26dc-b618-ee097a7a2251

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALISON C COGAN

n/a

SARASOTA, FL | Parsippany, NJ

n/a

ELIZABETH PETERSON WAHLIG

n/a

Parsippany, NJ | SARASOTA, FL | Mechanicsburg, PA

Joseph A Verile

n/a

SARASOTA, FL | Parsipany, NJ

n/a

PAUL STEVEN PLEMENOS

n/a

SARASOTA, FL | Parsippany, NJ

ADAM CHARLES ANDERSON

n/a

SARASOTA, FL

MARCO LIMA

Certified Financial Planner

SARASOTA, FL | PARSIPPANY, NJ

DALTON LEE CHANDLER

n/a

Paducah, KY | SARASOTA, FL

Jonathan Philip DeBrito

n/a

São Paulo | SARASOTA, FL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MRA CAPITAL PARTNERS LP

Hedge Fund

$2.2M

Mar 28, 2018

dropped

021-299706

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, ADAM, CHARLES

MANAGING MEMBER

yes

05/2017

May 25, 2017

Dec 2, 2024

LIMA, MARCO

MANAGING MEMBER, CCO

yes

05/2017

May 25, 2017

Dec 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MRA CAPITAL MANAGEMENT

n/a

yes

n/a

MRA CAPITAL PARTNERS GP

n/a

yes

n/a

MRA TAX SERVICES, LLC

n/a

City

State

Country

Employees

Also broker-dealer

TAMPA BAY

United States

Paducah

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 22, 2026

$361M

$348M

n/a

2024

Apr 9, 2025

$294M

n/a

2023

Mar 11, 2024

$246M

n/a

2022

Feb 23, 2023

$214M

n/a

2021

Mar 18, 2022

$214M

n/a

2020

Mar 17, 2021

$169M

n/a

2019

Mar 25, 2020

$141M

n/a

2018

Mar 27, 2019

$127M

n/a

2017

Mar 28, 2018

$173M

$2.2M

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

2025

$361M

$294M

23.0%

$214M

19.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

May 26, 2017

Feb 27, 2023

SPARTA, NJ

Team lift out

Ibd to new firm

0.1%