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Mugarian Investment Group, LLC (Pensacola)


Mugarian Investment Group, LLC is an adviser based in Pensacola. It manages $44.73 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama and Florida.




Mugarian Investment Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and general consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mugarian Investment Group: assets under management

The assets under management (AUM) of Mugarian Investment Group, LLC is $44.73 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.25 million in discretionary accounts and $15.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $573.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $515.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mugarian Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pensacola

The principal office where Mugarian Investment Group, LLC performs its advisory services is located at 4309 Spanish Trail, Pensacola, FL 32504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-912-6800 or by fax 850-912-6800. The normal business hours are 8:30am - 3:00pm cst on Monday - Friday.


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