SourcingSourcing

MRP CAPITAL INVESTMENTS, LLC

B53
CRD 167256·SEC 801-121410·ALPHARETTA, GA
AUM
$227.6M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$683K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MRP CAPITAL INVESTMENTS, LLC
CRD
167256
SEC file #
801-121410
EIN
462103927
DBA names
—

Economics

AUM
$227.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$174.9M → $227.6M▲ +30%
Client mix
Individuals Other70
Individuals High Net Worth68
Other11

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
facebook.com/mrpci(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PLUMART, MACARTHER, ROYSTER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PLUMART, MACARTHER, ROYSTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mrp.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001964831
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2023-02-13
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
16
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001964831-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
8440 HOLCOMB BRIDGE RDSUITE 520ALPHARETTA, GA 30022
Business
8440 HOLCOMB BRIDGE RDSUITE 520ALPHARETTA, GA 30022
Edgar EIN
462103927
Edgar Recent Filings
13F-HR2026-05-14 · 0001964831-26-000004
13F-HR2026-02-09 · 0001964831-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3073472
Trust Company Affiliate
No

People (3)

3
PLUMART, MACARTHER, ROYSTER
IAR · Direct Owner · 87.5%
3073472
PAUL MATTHEW DAMM
IAR
3093576
PAUL FRANCIS SHAUGHNESSY
IAR
2704736