M&b Investment Advisors, LLC
● SEC registered since 2024CRD 154255SEC# 801-129985Cincinnati, OH
Reg. AUM
$290.2M
Employees
5
Accounts
565
Location
Cincinnati, OH
M&b Investment Advisors, LLC assets under management
M&b Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Cincinnati, OH. The firm has been registered since 2024. It reports $290.2 million in regulatory assets under management and employs 5 people.
M&b Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kurt A Marty Control | Member | 50-75% | 2010 |
| Michael Winston Bain Control | Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does M&b Investment Advisors, LLC manage?
M&b Investment Advisors, LLC reports $290.2 million in regulatory assets under management on its Form ADV.
How many employees does M&b Investment Advisors, LLC have?
M&b Investment Advisors, LLC reports 5 employees.
Where is M&b Investment Advisors, LLC located?
M&b Investment Advisors, LLC is based in Cincinnati, OH and has been SEC-registered since 2024.
Does M&b Investment Advisors, LLC disclose fund performance?
M&b Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1248 Springfield Pike, NA, Cincinnati, OH 45215-2142 |
| Phone | 513-324-2201 |
| Fax | 513-775-2175 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$290.2M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$290.2Mregulatory AUM
Discretionary $290.2M