MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
CRD #314734 SEC #802-121756 WYALUSING, PA 570-746-1515
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Muench, Alexis | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Muench, Alexis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Muench, Alexis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Muench, Alexis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Muench, Alexis | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Napoli, Shelby | I | SECRETARY AND TREASURER | NA | Control |
| Napoli, Shelby | I | SECRETARY AND TREASURER | NA | Control |
| Napoli, Shelby | I | SECRETARY AND TREASURER | NA | Control |
| SCOVILL, J. BRADLEY | I | MANAGER | NA | Control |
| SCOVILL, J. BRADLEY | I | MANAGER | NA | Control |
| Wolfe, Jason | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | NA | Control |
| MUTUAL CAPITAL HOLDINGS, INC. | DE | MEMBER | E | Control |
| MUTUAL CAPITAL HOLDINGS, INC. | DE | MEMBER | E | Control |
| MUTUAL CAPITAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| MUTUAL CAPITAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| MUTUAL CAPITAL HOLDINGS, INC. | DE | MEMBER | D | Control |
| Wolfe, Jason | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| Wolfe, Jason | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| Wolfe, Jason | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
Registrations
Federal
ERA
Mar 27, 2025 REGISTERED
Address
41908 ROUTE 6WYALUSING, PA 18853
United States
Phone: 570-746-1515