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M&B Investment Advisors, LLC (Cincinnati)


M&B Investment Advisors, LLC is an adviser based in Cincinnati. It manages $45 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Ohio.

M&B Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

M&B Investment Advisors: assets under management

The assets under management (AUM) of M&B Investment Advisors, LLC is $45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M&B Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where M&B Investment Advisors, LLC performs its advisory services is located at 10260 Alliance Rd. Suite 160, Cincinnati, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-842-8560 or by fax 513-842-8561. The normal business hours are 8 am to 5 pm on Monday - Friday.


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