SourcingSourcing

MJR FINANCIAL LLC

C45
CRD 289923·SEC 801-128543·AUSTIN, TX
AUM
$244.7M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$734K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MJR FINANCIAL LLC
CRD
289923
SEC file #
801-128543
EIN
—
DBA names
994 Group

Economics

AUM
$244.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$186.8M → $244.7M▲ +31%
Client mix
Individuals Other121
Individuals High Net Worth83
Charitable Organizations5
Corporations5

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
02/02/2026
ADV-W filed at
—
Website
994group.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LECLAIR, KRISTEN, SANDERS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LECLAIR, KRISTEN, SANDERS
MARKOVICH, PETER, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
994GROUP.COM
Rdap Domain Creation Date
2017-11-05T21:48:44Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-05T21:48:44Z
Rdap Domain Last Changed
2025-10-21T22:09:22Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
4341716
Trust Company Affiliate
No

People (3)

3
MARKOVICH, PETER, DANIEL
IAR · Direct Owner · 62.5%
5957185
LECLAIR, KRISTEN, SANDERS
IAR · Direct Owner · 62.5%
4341716
THEODORE P.S. LECLAIR
IAR
5082015