Mbia Capital Advisors

Mbia Capital Advisors (CRD# 154255) is a financial advisory firm headquartered in Cincinnati, OH. They manage $135,179,038 in 445 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1248 Springfield Pike, Na, Cincinnati, OH 45215
https://www.mbiateam.com
By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $303,773
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, OH

Financial Advisors at Mbia Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Michael Bain, financial advisor Cincinnati OH
Michael W. Bain
CRD#: 4676534
1248 Springfield Pike, Na, Cincinnati, OH 45215

Michael Bain (CRD# 4676534) is an Investment Advisor Representative working at Mbia Capital Advisors in Cincinnati, OH and has over 19 years of experience in the finance industry.

2
Kurt Marty, financial advisor Cincinnati OH
Kurt A. Marty
CRD#: 4511118
1248 Springfield Pike, Na, Cincinnati, OH 45215

Kurt Marty (CRD# 4511118) is an Investment Advisor Representative working at Mbia Capital Advisors in Cincinnati, OH and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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