Mbia Capital Advisors

Mbia Capital Advisors (CRD# 154255) is a financial advisory firm headquartered in Cincinnati, OH. They manage $71,000,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $236,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Mbia Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Michael W. Bain
CRD#: 4676534
4340 Glendale-milford Road, Suite 130, Cincinnati, OH 45242
96
Wealthminder
score

Michael Bain (CRD# 4676534) is an Investment Advisor Representative working at Mbia Capital Advisors in Cincinnati, OH and has over 11 years of experience in the finance industry. Michael Bain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kurt A. Marty
CRD#: 4511118
4340 Glendale-milford Road, Suite 130, Cincinnati, OH 45242
93
Wealthminder
score

Kurt Marty (CRD# 4511118) is an Investment Advisor Representative working at Mbia Capital Advisors in Cincinnati, OH and has over 13 years of experience in the finance industry.

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