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MF Advisers, Inc.

MF Advisers, Inc.. CRD 155518

MF Advisers, Inc. logo

CRD: 155518

MF Advisers, Inc.

$35.7M Total AUM
$35.2M Disc. AUM
-- 3Y CAGR
2 Employees
181 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Established Date
01-03-2011
Office Locations
2

Office Locations

-- Dallas PA
-- Jensen Beach FL

About MF Advisers, Inc.

MF Advisers, Inc. is a fee-only fiduciary RIA serving individuals, families, and businesses from Pennsylvania and Florida. The firm provides wealth management, investment advice, and financial planning, including outside asset reviews, debt and insurance planning, college/529 and estate planning, and employer retirement plan support (401(k), 403(b), SEP IRA). Portfolios primarily use ETFs and public funds, with custody through Schwab.

Reported data analysis

What the numbers show

Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.

The firm reports 2 advisory representatives and 181 clients, or 90.5 clients per representative. That equates to $197.1K in reported AUM per client.

The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on March 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

50 AVG AGE
$17.8M AVG AUM / ADVISOR
$197.1K AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

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  • Investment Themes
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Owner & Executives

MARTIN A FEDERICI JR

MARTIN A FEDERICI JR

Chief Compliance Officer, Chief Executive Officer

CRD
#5060087
Ownership
Less than 5%
MATTHEW JOSEPH FENEDICK

MATTHEW JOSEPH FENEDICK

President

CRD
#2655724
Ownership
Less than 5%

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $35,178,443 --
Non-Discretionary $500,000 --
Total $35,678,443 --

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Separately Managed Accounts

SMA allocation detail is available

MF Advisers, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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