|
⚲
|
| Keyboard |
| MBA Advisors LLC
✚
|
|
|---|---|
| CRD # | 168073 |
| SEC # | 801-114359 |
| CIK # | 0001848704 |
| AUM | 342.6 M (2026-02-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 724-977-6275 |
| Address | 295 N Kerrwood Dr Suite 102 Hermitage, PA 16148 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 10.7 | ||
| Apple Inc | 4.1 | ||
| Alphabet Inc | 2.7 | ||
| Microsoft Corp | 2.6 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 78.8 |
| (b) Individuals (high net worth individuals) | 76 | 243.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,017 | 342.6 |
| By Discretionary | ||
| Discretionary | 1,017 | 342.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,017 | 342.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 342.2 | |
| Total | 1,017 | 342.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001848704] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
M Group Investment Advisor LLC
✚
|
343.5 M | |
|
Victrix Investment Advisors LLC
✚
|
FL | 343.3 M |
|
Vertrix Wealth Management LLC
✚
|
MI | 343.2 M |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 342.9 M |
|
Ballast Financial Advisors LLC
✚
|
PA | 342.6 M |
|
Athena Investment Management
✚
|
342.1 M | |
|
Legacy Beyond Wealth LLC
✚
|
342.0 M | |
|
M3 Advisory Group LLC
✚
|
MA | 342.0 M |
|
Eaglebrook Advisors Inc
✚
|
NY | 342.0 M |
|
Steelhead Wealth Management LLC
✚
|
VA | 341.9 M |