MFH Investments Inc.

RIASEC Registered
Total AUM
$30.5M
Discretionary
$30.5M
100% of AUM
Avg account
$2.2M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
Oakwood, Ohio
CRD number
121228
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.68%
  • Individuals18.65%
  • Charitable Organizations1.67%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

MFH Investments Inc. is a corporate, independently registered advisory firm that combines investment advisory with accounting services. The firm identifies as an independent RIA serving both individuals and families as well as institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as a multi-state advisor or a capital allocator and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 15%, State & Local Bonds 10%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds15%
  • State & Local Bonds10%
  • Investment Grade Corp Bonds5%
  • Non-Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Max Heintz

    Max Heintz

    PresidentCRD 4553446

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Oakwood, OH

Montgomery

Location

Oakwood, OH

Headquartered in Oakwood, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
2331 Far Hills Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth