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MBIA CAPITAL ADVISORS
M&B INVESTMENT ADVISORS, LLC
CRD 154255 · SEC 801-129985
1248 SPRINGFIELD PIKE, NA, CINCINNATI, OH, 45215-2142, United States
Phone
513-324-2201
Fax
513-775-2175
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.2M
Discretionary AUM
$290.2M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $33.3M |
| High net worth individuals | 81 | $256.9M |
| Charitable organizations | 1 | $25K |
States served
CO, IN, MA, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD