MBIA CAPITAL ADVISORS

Overview

Mbia Capital Advisors is an independent RIA organized as a limited liability company and positioned as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and discretionary portfolio management with the selection of outside advisers, which signals a mix of in‑house portfolio construction and outsourced manager relationships. Fee arrangements include both percentage‑of‑AUM billing and fixed fees. Mbia is not an active ESG investor and does not list pension consulting among its primary services. Investment activity tilts toward publicly traded equities as the core building block, while the firm also sources third‑party alternative managers for private markets and commodity exposures. The practice serves a relatively concentrated client base with mid‑to‑high net worth individuals and small institutions, using separate managed accounts alongside pooled vehicles and third‑party funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices