Market Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Market Investment Group reports 1,814 clients. They include 1,752 individual clients and 62 high-net-worth individuals. Of its assets, 100.0% ($416M across 3,850 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 78% |
| High-net-worth individuals | 3% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,752 | $324M | 77.7% | $185K |
| High-net-worth individuals | 62 | $92.8M | 22.3% | $1.5M |
| Total | 1,814 | $416M | 100% | $230K |
- Clients
- 1,752
- Regulatory AUM
- $324M
- AUM share
- 77.7%
- Avg. per client
- $185K
- Clients
- 62
- Regulatory AUM
- $92.8M
- AUM share
- 22.3%
- Avg. per client
- $1.5M
Total
- Clients
- 1,814
- Regulatory AUM
- $416M
- AUM share
- 100%
- Avg. per client
- $230K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Market Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at an hourly fee of up to $500 per hour or a fixed fee of up to $10,000.
Danny Goolsby owns 75% or more of Market Investment Group. It has 33 employees, 19 of them in advisory roles.
Staff
- 33 employees
- 19 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Market Investment Group, LLC
Danny Goolsby
Control person · since September 2026
Market Investment Group’s regulatory assets grew 3.3× from $126M (July 2025) to $416M (September 2026); clients rose from 658 to 1,814 and employees fell from 38 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $416M | 1,814 | 33 | 3 |
| Jul 2025July 2025 | $126M | 658 | 38 | 4 |
Besides its headquarters, Market Investment Group has 2 offices, with 3 listed addresses across 2 states.
Kansas · 2 listed addresses
- 110 East Waterman Street, Suite 150, WichitaHQ
- 5267 W 95th Street, Overland Park
Missouri · 1 listed address
- 9182 NW Skyview Ave, Kansas City
Contact and registration details
- Legal name
- Market Investment Group, LLC
- Headquarters
- 110 East Waterman Street, Suite 150, Wichita, KS 67202
- Website
- retirementhelp.com
- Phone
- 316-252-8707
- @market-advisory-group
- SEC file
- 801-132106
- Structure
- Kansas LLC
- Fiscal year end
- December
Market Investment Group’s named custodians for separately managed accounts are Charles Schwab ($285M, 68%) and Lincoln Financial Investment Services ($132M, 32%). Market Investment Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $285M68%
- Lincoln Financial Investment ServicesLincoln Financial Investment Services Corporation · Fort Wayne, IN · $132M32%
At year end, Market Investment Group’s separately managed accounts were mostly in funds (82%).
What the accounts hold
- Stocks8%
- Exchange-traded equities7%
- Non-exchange-traded equities1%
- Funds82%
- Registered funds81%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash9%
How many clients does Market Investment Group have?
Market Investment Group has 1,814 clients and manages $416 million for them, as of September 2026. They include 1,752 individual clients and 62 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Market Investment Group offer?
Market Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Market Investment Group use?
Market Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $285M and Lincoln Financial Investment Services Corporation (Fort Wayne, IN), with $132M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Market Investment Group have?
Market Investment Group has 3 investment adviser representatives registered with state securities authorities, out of 33 employees, and 19 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Market Investment Group invest in?
At the end of its last fiscal year, Market Investment Group’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Market Investment Group?
Market Investment Group’s direct owner is Danny Goolsby (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Market Investment Group get paid?
Market Investment Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Market Investment Group?
Market Investment Group’s main office is at 110 East Waterman Street, Suite 150, Wichita, KS 67202. Its phone number is 316-252-8707. Its website is retirementhelp.com.