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M&b Investment Advisors, LLC

● SEC registered since 2024CRD 154255SEC# 801-129985Cincinnati, OH
Export (members)
Reg. AUM
$232M
Employees
5
Accounts
495
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 $232 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/kurtmartyView on SEC.gov ↗

M&b Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kurt A Marty ControlMember50-75%2010
Michael Winston Bain ControlChief Compliance Officer50-75%2010

Frequently asked questions

How much does M&b Investment Advisors, LLC manage?

M&b Investment Advisors, LLC reports $232 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

Address1248 Springfield Pike, NA, Cincinnati, OH 45215-2142
Phone513-324-2201
Fax513-775-2175
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$232M
Non-discretionary$0
Total (RAUM)$232M