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Mbia Capital Advisors

Mbia Capital Advisors. CRD 154255

Mbia Capital Advisors logo

CRD: 154255

Mbia Capital Advisors

Cincinnati, OH, 45215
5133242201
www.mbiateam.com
$290.2M Total AUM
$290.2M Disc. AUM
-- 3Y CAGR
5 Employees
258 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · UBS
Clients
Retail and Institutional
Platforms
Harbor momentum
Established Date
04-20-2011
Office Locations
3

Office Locations

1248 Springfield Pike NA Cincinnati OH
711 E 65th Street 206 Indianapolis IN
-- Summerton SC

About Mbia Capital Advisors

MBIA Capital Advisors is an independent RIA providing personalized financial planning and investment management, including tax strategy, retirement and estate planning, for executives, affluent families, physicians, and closely held business owners. The firm builds diversified portfolios with a strong ETF and fixed-income tilt. Team includes a senior advisor who is both CFP® and CPA with 27+ years of experience; custody includes Charles Schwab.

Team overview

54 AVG AGE
$72.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Frontier Focus element Summit

Client Personas

Signal Legacy harbor Oak radial

Custodian

Alpha

Investment Themes

Unison value Focus frontier

Investment Vehicles

Timber

Platform

Timber ridge

Services

Element Vital foundation Pioneer Fusion prime Unison momentum Unison quantum Signal vertex Matrix Timber vital

Technology

Bridge

Owner & Executives

M

MICHAEL WINSTON BAIN JR.

Chief Compliance Officer, Director

CRD
#4676534
Ownership
50% but less than 75%
(755) 632-1893
pioneer.alpha@deltacapital.com
in linkedin.com/in/alpha-value
K

KURT A MARTY

Certified Financial Planner

CRD
#4511118
Ownership
50% but less than 75%
(591) 283-7224
north.optima@quantumcapital.com
in linkedin.com/in/radial-quantum

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Contacts

L

LIONEL OLIVIER BEY

Investment Advisor

CRD
#4304373
(475) 409-4589
quantum.foundation@pathwaycapital.com
in linkedin.com/in/signal-beacon
T

TIMOTHY A GINN

Senior Financial Advisor

CRD
#2894707
(377) 784-6854
vital.vector@catalystcapital.com
in linkedin.com/in/momentum-timber
R

Ridge vertex

Alpha pioneer

CRD
#93387
(250) 481-8991
wave.glacier@embercapital.com
in linkedin.com/in/catalyst-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-19-2011
06-18-2012
11-26-2024
04-01-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $290,225,013 $513,673
Non-Discretionary $0 --
Total $290,225,013 $513,673

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Separately Managed Accounts

Total SMA Asset: $290,225,013

$290.2M Total SMA
Equity - Exchange:
7.5%
Corporate - Investment Grade:
11.4%
Cash:
17.1%
Municipal Bonds:
10.2%
Public Funds:
27.1%
U.S. Government/Agency:
7.7%
Derivatives:
19.0%
Asset class Assets Assets %
Equity - Exchange $107,827,349 7.5%
Corporate - Investment Grade $163,897,570 11.4%
Cash $245,846,355 17.1%
Municipal Bonds $146,645,194 10.2%
Public Funds $389,616,153 27.1%
U.S. Government/Agency $110,702,744 7.7%
Derivatives $273,162,615 19.0%
Total $1,437,697,980 100.0%

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