994 Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$240,929,446
Clients
204
Advisors
3
of 3 employees
About
994 Group provides investment management, financial planning, and business consulting to individuals, high‑net‑worth clients, trusts, and small businesses. The firm offers both discretionary and non‑discretionary portfolio management and also facilitates relationships with third‑party money managers when appropriate.
The firm’s investment approach combines a belief that capital markets are largely efficient with Fundamental Analysis and Modern Portfolio Theory to construct diversified portfolios using mutual funds and ETFs, with periodic rebalancing and regular account reviews. For certain high‑net‑worth clients 994 Group may recommend separate‑account sub‑advisory management and maintains an approved roster of third‑party managers to implement specialized strategies.
Distinctive features include a small advisory team (two advisors) managing roughly $245 million in client assets, and an explicit sub‑advisory arrangement with Dimensional Fund Advisors for separate‑account management. The firm also provides business consulting services (marketing, leadership, and financial consulting), requires clients to custody assets at Charles Schwab, and uses standing letters of authorization for some client distributions, a practice that creates constructive custody and affects operational processing.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee $1,500-$20,000; business consulting negotiated flat fees.
$0 - $499,999.99: 1.00% $500,000.00 - $999,999.99: 0.90% $1,000,000.00 - $1,499,999.99: 0.80% $1,500,000.00 - $1,999,999.99: 0.70% $2,000,000.00 - $2,499,999.99: 0.60% $2,500,000.00 - $4,999,999.99: 0.50% $5,000,000.00+: 0.40%
Account minimum: $5,000 Fee-only: Financial planning fees range from $1,500 to $20,000, negotiable based on complexity; business consulting fees negotiated per engagement.
Main office
1207 W. Mary Street
Austin TX 78704
Advisors at this office
3
Most active in
Florida · Illinois · New York · Texas
Also doing business as
994 Group · Mjr Financial · Mjr Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Kristen L
CFP®, Series 66
Austin, TX
994 Group
Kristen Leclair is a CFP® professional with 24 years of industry experience, currently serving at 994 Group and MJR Financial, LLC. She has previous experience with Kestra Financial Services, Inc. Kristen serves on the boards of several nonprofit organizations, including Well Aware and St. Michael's Day School in Austin, TX, and volunteers as a driver for senior citizens. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm combines Fundamental Analysis and Modern Portfolio Theory to construct diversified portfolios, offering discretionary and non-discretionary management and access to third-party money managers, including Dimensional Fund Advisors.
Theodore L
Series 63
Austin, TX
994 Group
Theodore Leclair is a financial advisor with 19 years of industry experience, currently practicing at 994 Group since 2018. He holds the Series 63 designation and has prior experience at Natixis Global Associates. Leclair serves as a Rear Admiral in the United States Navy Reserve and is a partner at Saltwater Leadership, a leadership and consulting firm. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm combines fundamental analysis and modern portfolio theory to construct diversified portfolios and maintains sub-advisory relationships for specialized strategies.
Peter M
CFP®, Series 63
Austin, TX
994 Group
Peter Markovich is a CFP® with 15 years of experience in the financial services industry. He is currently with 994 Group and has previously worked at MJR Financial LLC and Kestra Financial Services. 994 Group provides investment management, financial planning, and business consulting to individuals, high-net-worth clients, trusts, and small businesses. The firm employs a blend of Fundamental Analysis and Modern Portfolio Theory to create diversified portfolios using mutual funds and ETFs, and offers discretionary and non-discretionary portfolio management alongside relationships with third-party money managers.
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