Margin Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Margin Advisory Group LLC is a two-advisor, state-registered investment adviser formed in 2026 that provides discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning and consulting. The firm uses third‑party platforms and managers for some accounts, including the AssetMark platform and selected third‑party money managers.
Margin structures individual portfolios around client‑stated goals, time horizons, and risk tolerance and uses a mix of fundamental and technical analysis along with modern portfolio theory; it manages accounts on a discretionary basis, performs quarterly reviews, and allows clients to impose written investment restrictions. For plan sponsors it offers limited‑scope ERISA 3(21) fiduciary services such as investment policy statement development, periodic monitoring, and participant education.
Distinctive features disclosed in the brochure include the principals’ outside business activities: both are licensed insurance agents and one principal is also a licensed real estate agent, with those activities expected to generate separate commission‑based compensation and disclosed as potential conflicts of interest. The firm also reported zero assets under management and no client accounts as of March 26, 2026, and requires the use of specific custodial and platform arrangements (Altruist and AssetMark), which may influence custody, execution, and the use of co‑advisors.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $7,500 depending on complexity
$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour
Main office
801 W 9th Street, Room 208
Mount Carmel IL 62863
Advisors at this office
2
Most active in
Illinois · Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Hunter F
Series 65, Series 63
Mount Carmel, IL
Margin Advisory Group LLC
Hunter Fuller is a financial advisor at Margin Advisory Group LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at OneAmerica Securities, Inc. and American United Life. He serves as a board member for the Mt. Carmel Aces Boosters and Mt. Carmel Men's Club and owns the marketing business Full Factor-Marketing. Margin Advisory Group LLC is a two-advisor state-registered investment firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals, using a combination of fundamental and technical analysis alongside modern portfolio theory.
Noah T
Series 63, Series 65
Mount Carmel, IL
Margin Advisory Group LLC
Noah Thompson is a financial advisor with Margin Advisory Group LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at OneAmerica Securities, Inc. and American United Life. Thompson is also involved in non-variable insurance sales, including fixed life and fixed annuities. Margin Advisory Group LLC is a two-advisor firm providing discretionary asset management, ERISA 3(21) retirement-plan advisory services, and financial planning. The firm structures portfolios based on client goals and risk tolerance, using fundamental and technical analysis alongside modern portfolio theory.
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