M&B INVESTMENT ADVISORS, LLC
Legal name: MBIA CAPITAL ADVISORS
CRD #154255 SEC #801-129985 CINCINNATI, OH 513-324-2201
SEC Registered
Total AUM
$232M
Discretionary
$232M
Employees
5
Clients
51
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $232M | $232M | $0 | 5 | 0 |
| Mar 2025 | $232M | $232M | $0 | 5 | 0 |
| Nov 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Oct 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Sep 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Sep 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Apr 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Mar 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Mar 2024 | $135.2M | $135.2M | $0 | 3 | 221 |
| Jun 2012 | $45M | $45M | $0 | 1 | 26 |
| Mar 2012 | $31M | $31M | $0 | 1 | 26 |
| Apr 2011 | $30M | $30M | $0 | 5 | -- |
| Jun 2010 | $15M | $15M | $0 | 5 | -- |
DateApr 2025
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateOct 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateSep 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateSep 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateApr 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateMar 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateMar 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees3
Clients221
DateJun 2012
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees5
Clients--