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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Atlas primeCrest catalyst +more
- Established Date
- 06-13-2014
- Office Locations
- 5
Office Locations
About Councilor Wealth LLC
MBI LLC (May Barnhard Investments) is a fee-only wealth management firm and subsidiary of CPA firm Councilor, Buchanan & Mitchell, integrating tax, financial, and investment planning under one roof. The team serves professionals, business owners, multi-generational families, and clients navigating divorce or widowhood, using a cash-flow-based planning process. Portfolios use non-proprietary, cost-efficient strategies selected by an investment committee with ongoing, tax-aware monitoring.
Team overview
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Asset Classes
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CRM
Custodian
Investment Themes
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Owner & Executives
Reema Ambrish Patel
Chief Compliance Officer, Director
- CRD
- #7888413
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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STEPHANIE LYNN ANDERSON
Advisor
- CRD
- #2012280
JUDITH PARMELEE BARNHARD
Vice President
- CRD
- #4566341
Harbor vector
Glacier vector
- CRD
- #26937
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,882,187 | $759,904 |
| Non-Discretionary | $19,062,946 | $6,354,315 |
| Total | $316,945,133 | $802,393 |
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Separately Managed Accounts
Total SMA Asset: $316,945,133
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $643,224,178 | 7.2% |
| Equity - Exchange | $1,313,249,363 | 14.7% |
| Cash | $2,394,223,329 | 26.8% |
| Corporate - Investment Grade | $1,331,116,702 | 14.9% |
| Municipal Bonds | $562,821,156 | 6.3% |
| U.S. Government/Agency | $2,689,034,410 | 30.1% |
| Total | $8,933,669,138 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA INSIGHT | PEAK CREST | FXV7QVKL4 | WWBOK | 9.90% | $33,142,205 |
| VITAL FUSION MATRIX | ZENITH PATHWAY | 90GMG9W75 | QAH | 2.20% | $8,158,898 |
| FRONTIER DELTA | BEACON SUMMIT | V4JWHS7KZ | QHQJN | 7.03% | $55,479,559 |
| DELTA QUANTUM TIMBER | FOCUS OPTIMA | RWKG3LAR2 | AEY | 11.23% | $112,861,439 |
| CREST EAGLE LEGACY | CATALYST PATHWAY | S3Y022O73 | KHCF | 7.68% | $27,538,944 |
| OAK QUANTUM | CAPITAL HORIZON | 9XIRMHV68 | QEK | 4.49% | $6,091,546 |
| CATALYST CREST VALUE | VERTEX ALPHA | 13OSPEIPV | UAJLC | 3.59% | $88,678,061 |
| FRONTIER MOMENTUM EAGLE | VITAL GLACIER | DTTD8H3I1 | QGI | 5.62% | $110,167,688 |