Missional Advisor Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Missional Advisor Group provides discretionary portfolio management and related advisory services primarily to individual clients, including high‑net‑worth individuals. The firm documents client goals and risk tolerance in written Investment Policy Statements, performs regular portfolio monitoring, and also delivers services through LPL Financial–sponsored advisory platforms.
The firm’s investment approach is grounded in modern portfolio theory and quantitative analysis with a long‑term trading horizon, tailoring asset allocation and security selection to each client’s IPS while generally exercising discretionary authority. Portfolios typically rely on mutual funds, ETFs, fixed income, real estate funds (including REITs), annuities and similar vehicles.
What distinguishes the firm from many peers is its role as a wrap fee program sponsor and its use of LPL‑sponsored programs and a required LPL custodial platform, as well as the principal’s active involvement as a sponsor/general partner in syndicated real estate funds. The principal is also a licensed insurance agent and may receive commissions for insurance or annuity sales; these affiliations and the related potential conflicts of interest are disclosed in the firm’s brochure.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.25% $2,500,001 - $3,500,000: 0.75% $3,500,001 - $5,500,000: 0.65% $5,500,001+: 0.50%
Main office
1240 Winnowing Way, Unit 102
Mount Pleasant SC 29466
Advisors at this office
1
Most active in
Illinois · South Carolina · Texas
Also doing business as
Missional Advisor Group · Missional Advisor Group 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Quick links
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