Atlanta, GA Office

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.