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The Select Group, Inc. (Mooresville)


The Select Group, Inc. is an adviser based in Mooresville. It manages $29.13 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of North Carolina and Texas.




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

The Select Group: assets under management

The assets under management (AUM) of The Select Group, Inc. is $29.13 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $17.45 million in discretionary accounts and $11.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $218.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Select Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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 Mooresville

The principal office where The Select Group, Inc. performs its advisory services is located at 105 Breakwater Court, Mooresville, NC 28117 The mailing address of the firm is 1415 South Voss Rd, Houston, TX 77057 2611. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-984-8341 or by fax 704-663-8236. The normal business hours are by appointment only on Monday - Friday.


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