DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•• C•••••• I••••••••• L••
Latest filing Mar 10, 2026
First filing on the tape May 6, 2021 · 9 filings
SEC status approved since Jun 7, 2021
RAUM
$228M
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
86%
$195M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$75.9M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$228M as of Mar 10, 2026
Feb 1, 2022$175M then
HNW client RAUM$179M as of Mar 10, 2026
Feb 1, 2022$158M then
State-registered IARs (5.B.3)3 as of Mar 10, 2026
Feb 1, 20223 then
Employees (5.A)5 as of Mar 10, 2026
Feb 1, 20227 then
Private funds: no history
RAUM +13% over the last fiscal year+11% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $75.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $592,712derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$179M92%
- Individuals$15.8M8.1%
- Individual clients
- 70reported
- HNW clients
- 68reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 384reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.86 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••••• R•••••• P••••••Chartered Financial Analyst | Alpharetta, Ga | Apr 16, 2013 | 28 y | 3 |
| P••• M•••••• D••• | Alpharetta, Ga | May 3, 2017 | 28 y | 4 |
| P••• F•••••• S•••••••••Certified Financial Planner | Alpharetta, Ga | May 30, 2018 | 28 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- P••• F•••••• S••••••••• from T••••• A••••••• S•••••••• I•••May 30, 2018 · Other
- P••• M•••••• D••• from A•••• W••••• M••••••••• L••May 3, 2017 · Other
- M•••••••• R•••••• P•••••• from N•••••• C•••••• M•••••••••Apr 16, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P••••••• M••••••••• R•••••• · Managing Member/Chief Compliance Officercontrolsince 02/2013 · owns 75% or more
Related persons
Schedule D 7.A
- M•• C•••••••• L••investment adviseryRAUM $193,512
Advisers that list M•• C•••••• I••••••••• L•• as a related person
- 317113 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Alpharetta, Ga · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 311 to 384Jul 15, 2025 to Mar 10, 2026
- HNW clients · 47 to 68Jul 15, 2025 to Mar 10, 2026
- Individual clients · 75 to 70Jul 15, 2025 to Mar 10, 2026
- Insurance-licensed employees · 0 to 1Jul 15, 2025 to Mar 10, 2026
- Financial planning clients · 51-100 to 101-250Jul 15, 2025 to Mar 10, 2026
- Discretionary RAUM · $156M to $195MJul 15, 2025 to Mar 10, 2026
- HNW RAUM · $149M to $179MJul 15, 2025 to Mar 10, 2026
- Individual RAUM · $52.1M to $15.8MJul 15, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $45.0M to $32.7MJul 15, 2025 to Mar 10, 2026
- RAUM · $201M to $228MJul 15, 2025 to Mar 10, 2026
- Financial planning clients · 51-100 to 51-100Mar 17, 2025 to Jul 15, 2025
- Accounts · 345 to 311Mar 25, 2024 to Mar 17, 2025
- HNW clients · 43 to 47Mar 25, 2024 to Mar 17, 2025
- Individual clients · 70 to 75Mar 25, 2024 to Mar 17, 2025
- Assets in custody · $22.0M to $0Mar 25, 2024 to Mar 17, 2025
- Custody of client assets · true to falseMar 25, 2024 to Mar 17, 2025
- Discretionary RAUM · $146M to $156MMar 25, 2024 to Mar 17, 2025
- HNW RAUM · $146M to $149MMar 25, 2024 to Mar 17, 2025
- Individual RAUM · $26.5M to $52.1MMar 25, 2024 to Mar 17, 2025
- Non-discretionary RAUM · $27.1M to $45.0MMar 25, 2024 to Mar 17, 2025
- RAUM · $173M to $201MMar 25, 2024 to Mar 17, 2025
- Related adviser · true to falseMar 25, 2024 to Mar 17, 2025
- Accounts · 376 to 345Mar 7, 2023 to Mar 25, 2024
- Assets in custody · $20.6M to $22.0MMar 7, 2023 to Mar 25, 2024
- Employees · 6 to 5Mar 7, 2023 to Mar 25, 2024
- Financial planning clients · 0 to 51-100Mar 7, 2023 to Mar 25, 2024
- Discretionary RAUM · $150M to $146MMar 7, 2023 to Mar 25, 2024
- HNW RAUM · $147M to $146MMar 7, 2023 to Mar 25, 2024
- Individual RAUM · $20.6M to $26.5MMar 7, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $16.8M to $27.1MMar 7, 2023 to Mar 25, 2024
- RAUM · $167M to $173MMar 7, 2023 to Mar 25, 2024
- Accounts · 337 to 376Aug 11, 2022 to Mar 7, 2023
- HNW clients · 48 to 43Aug 11, 2022 to Mar 7, 2023
- Individual clients · 50 to 70Aug 11, 2022 to Mar 7, 2023
- Assets in custody · $15.7M to $20.6MAug 11, 2022 to Mar 7, 2023
- Employees · 7 to 6Aug 11, 2022 to Mar 7, 2023
- Discretionary RAUM · $175M to $150MAug 11, 2022 to Mar 7, 2023
- HNW RAUM · $158M to $147MAug 11, 2022 to Mar 7, 2023
- Individual RAUM · $17.3M to $20.6MAug 11, 2022 to Mar 7, 2023
- Non-discretionary RAUM · $0 to $16.8MAug 11, 2022 to Mar 7, 2023
Signals
1 dated events
- M•• C•••••• I••••••••• L•• filed its initial SEC registration (Form ADV)May 6, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- pfs@mrpci.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- mac@mrpci.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- paul@mrpci.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 470-359-2868reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 470-359-5892reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 470-359-5897reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/mrp-capital-investmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- MRPCI.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-274-7851reportedpublic record, Form ADV, Mar 10, 2026
- Contact form
- mrpci.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $75.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026