MBL Advisors
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 305176
- Registered since
- November 7, 2019
- Website
- mbl-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.48%
- Individuals0.46%
- Charitable Organizations0.05%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
MBL Advisors is an independent RIA organized as an LLC that focuses on advising individual and family clients. The firm is SEC-registered (registration year 2019) and offers fee-based services using a mix of percentage-of-AUM and fixed-fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. The firm reports a preference for equity exposure and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 10
William Morton
Managing DirectorCRD 6196579
William Pierce
PresidentCRD 845708
Edward Deaton
Financial Advisor & Managing DirectorCRD 4870180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 174Active vs passive
$1.4B in ETFs
74%
$1.1B
24%
$374M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $169M | 222,244 | 11.86% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 301 S Mc Dowell St
- Time zone
- ET (UTC-5)
- Office locations
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