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Mtbw, LLC (Columbus)


Mtbw, LLC is a large advisory firm based in Columbus. It manages $496.56 million of regulatory assets for 18,449 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.

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Mtbw provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 682 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mtbw: assets under management

The assets under management (AUM) of Mtbw, LLC is $496.56 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $167.19 million in discretionary accounts and $329.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mtbw, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Stephen A Lukan Owner 1 Nov 2003 Other 6643070
Carl C Buckner Owner 1 Aug 2009 Other 6644667
Tyler V Cook Owner 1 Oct 2015 Other 6642998
Craig A Constantinovich Owner 1 Oct 2015 Other 6643045
Anthony W Payne Owner 1 Dec 2015 Other 6644649

Based in Columbus

The principal office where Mtbw, LLC performs its advisory services is located at 1161 Bethel Road, Suite 201, Columbus, OH 43220, 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 614.326.3077 or by fax 888-442-5163. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at sestina.com/.


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