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- Custodian
- Charles Schwab & Company · Interactive Brokers · SEI
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 11-07-2019
- Office Locations
- 1
Office Locations
About MBL Advisors
MBL Advisors is a Charlotte-based boutique advisory firm serving corporate and personal clients, including business owners and families. It delivers wealth management alongside private client insurance solutions, business exit planning, and executive/corporate retirement benefits. Portfolios are built primarily with ETFs and public funds, with an emphasis on asset allocation and risk management, and the firm custodies with providers such as Charles Schwab.
Team overview
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Accredited Investors
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Owner & Executives
Jonathan Warner Dry
CHIEF STRATEGY OFFICER, Managing Director
- CRD
- #4629167
- Ownership
- 25% but less than 50%
Brian Joseph Gift
Chief Investment Officer, Managing Director
- CRD
- #4990938
- Ownership
- 25% but less than 50%
Value glacier
Oak oak
- CRD
- #81425
- Ownership
- 24.4%
Showing 2 of 5 owners & executives
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EDWARD NEAL DEATON
Director of Sales
- CRD
- #4870180
Michael Andrew Grimes
Portfolio Manager
- CRD
- #7072684
Quantum quantum
Unison frontier element
- CRD
- #56216
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,422,868,828 | $1,230,855 |
| Non-Discretionary | $0 | -- |
| Total | $1,422,868,828 | $1,230,855 |
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Separately Managed Accounts
Total SMA Asset: $1,422,868,828
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $129,788,688 | 19.9% |
| Public Funds | $88,047,603 | 13.5% |
| Cash | $135,006,324 | 20.7% |
| Municipal Bonds | $152,615,844 | 23.4% |
| Corporate - Investment Grade | $81,525,558 | 12.5% |
| U.S. Government/Agency | $65,220,446 | 10.0% |
| Total | $652,204,463 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE WAVE ELEMENT | PEAK RADIAL | 03C3182D6 | KSBL | 0.80% | $111,894,180 |
| SIGNAL SIGNAL | PEAK MERIDIAN | 033K1PVJP | OQA | 5.45% | $11,400,512 |
| LEGACY FOCUS | CAPITAL PATHWAY | QVS5GSU6O | AZRYA | 3.10% | $105,086,890 |
| NORTH SUMMIT | DELTA PIONEER | 0M6WVUUYB | KXYV | 4.38% | $5,773,306 |
| WAVE DELTA LEGACY | HARBOR LEGACY | 38P0YNSFH | TYMDC | 2.27% | $2,976,155 |
| CATALYST HARBOR | SUMMIT OAK | 3D72372UJ | QSCZO | 5.37% | $10,714,328 |
| OPTIMA QUANTUM EAGLE | PATHWAY CAPITAL | A3BMPRGY7 | RCGQ | 7.44% | $76,938,479 |
| NORTH BEACON | FOUNDATION VALUE | V30J5QZD5 | EHWBU | 5.97% | $103,402,759 |