Asset manager · Conshohocken, PA
MMA Asset Management LLC
SEC-registered investment adviser · CRD 155426 · SEC 801-71975
At a glance
MMA Asset Management LLC is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $788 million in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 282 individual clients. By Form ADV it is a asset manager, ranked 1,475th of 3,218 asset managers and 6,146th of 17,210 SEC-registered advisers by assets.
Main office 610-684-3200marshmma.comAs filed on Form ADV
- Regulatory AUM
- $788M
- Rank among asset managers
- #1,475 of 3,218
- Rank among all SEC RIAs
- #6,146 of 17,210
- Rank in Pennsylvania
- #217 of 564
- Individual clients
- 282
- High-net-worth clients
- 148
- Accounts
- 561
- Discretionary
- 51% of AUM
- Employees
- 19
- Advisory staff
- 18
- Offices
- 4
Owners and executives on its Form ADV
- Kimberly Lynn BlackmoreFinancial and Operations Principal, Director
- Judith Ann WeinstockChief Compliance Officer, Chief Counsel, and Director
- Craig J ReidPresident, Director
Custody and brokerage
Broker-dealer
Hybrid RIA
MMA Asset Management LLC is a hybrid RIA: 16 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: MMA Securities LLC, MMC Securities (ireland), MMC Securities LLC and MMC Securities Limited.
- MMA Securities LLC ↗CRD 44254
- MMC Securities (ireland)
- MMC Securities LLC ↗CRD 103846
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
- MMC Securities Limited
Its Form ADV brochure (filed June 2026) names MMA Securities as the broker-dealer its advisers are registered with.
m’s representatives in their individual capacities as registered representatives of MMA Securities LLC (“MMAS”), a FINRA member broker-dealer and an affiliate of the Firm, and/or in their individual capacities as licensed insurance agents.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 8 | $417M | 53% |
| High-net-worth individuals | 148 | $291M | 37% |
| Individuals | 134 | $39M | 5% |
| Corporations or other businesses | 6 | $32M | 4% |
| Charitable organizations | 5 | $9M | 1% |
Disciplinary disclosures
MMA Asset Management LLC answers yes to 5 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗marshmma.com ↗
AtlasMembers
The full record on MMA Asset Management LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 1,022 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does MMA Asset Management LLC manage?
MMA Asset Management LLC reports $788 million in regulatory assets under management across 561 accounts, 51% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is MMA Asset Management LLC?
MMA Asset Management LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are MMA Asset Management LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($417 million, 8 clients); high-net-worth individuals ($291 million, 148 clients); individuals ($39 million, 134 clients).
Does MMA Asset Management LLC have any disciplinary history?
MMA Asset Management LLC answers yes to 5 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is MMA Asset Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →