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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MtM Financial Group have?","answer":"MtM Financial Group has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MtM Financial Group invest in?","answer":"At the end of its last fiscal year, MtM Financial Group’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 9% other, 7% cash and equivalents, 3% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. 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