MRB Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MRB Capital Group, LLC is a fee-only, registered investment adviser that provides portfolio management, investment selection, asset allocation and retirement transition planning to individuals, businesses, trustees and pension plans, and also advises on company retirement plans. The firm states it generally charges percentage-of-assets fees and offers ongoing advisory services, rebalancing and quarterly reporting.
The adviser employs a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios using no-load mutual funds, ETFs, individual stocks, municipal and corporate bonds, CDs and money-market instruments. Clients may elect an ESG overlay to be integrated into the firm’s risk management framework, and accounts are reviewed quarterly against published benchmark portfolios.
MRB Capital is a single-advisor practice owned and operated by Michael R. Ball Jr., who also discloses a concurrent senior analytics role at AT&T on his Brochure Supplement — a dual-career arrangement that is atypical for many solo advisers. The brochure further notes operational particulars that distinguish the firm from peers: it reported $0 in discretionary and 401(k) assets as of February 14, 2024, allows for occasional direct billing or household account combination for fee calculation, and discloses that the firm may compensate third-party referrers.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.40%
Account minimum: $100,000 Fee-only: Fee-only investment advisory firm, no commissions or product sales.
Main office
See officeOrlando FL
Advisors at this office
1
Most active in
Florida · Georgia
Also doing business as
Mrb Capital · Mrb Capital 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 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.
Forms ADV
Quick links
Advisors at this firm
Michael B
Series 65, Series 66
Atlanta, GA
MRB Capital
Michael Ball Jr. is a financial advisor at MRB Capital with Series 65 and Series 66 licenses and two years of industry experience. He also holds a senior analytics role at AT&T, a dual-career arrangement that is uncommon among solo advisors. MRB Capital Group, LLC is a fee-only, registered investment adviser serving individuals, businesses, trustees, and pension plans with portfolio management, investment selection, asset allocation, and retirement transition planning. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis with an economic overlay, actively managing portfolios across a range of securities and offering an optional ESG overlay.
Anthony S
Series 66
Orlando, FL
MRB Capital
Anthony Smith is a financial advisor at MRB Capital with a Series 66 designation and experience in the mortgage and securities industries. His prior roles include positions at Loanstream Mortgage, Pruco Securities LLC, Bayview Asset Management, and Wells Fargo Home Mortgage, spanning over a decade in related fields. MRB Capital Group, LLC is a fee-only registered investment adviser serving individuals, businesses, trustees, and pension plans. The firm employs a tactical asset-allocation approach, combining fundamental and technical analysis with an economic overlay, and offers ongoing advisory services including portfolio management, investment selection, rebalancing, and retirement transition planning.
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