M
$11.0M Total AUM
$11.0M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
38 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-1988
- Office Locations
- 1
Office Locations
4767 NEW Broad ST Orlando FL
About MFM Capital Management, Inc.
MFM Capital Management, Inc. is a boutique Orlando, FL advisory led by John Anthony Maffei, pairing investment management with in-house tax services. The firm supports individuals and businesses with tax strategy, retirement and estate planning, and college planning. Portfolios use a mix of ETFs and public funds, with tactical use of derivatives and cash management.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$314.3K AVG AUM / CLIENT
38.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
JOHN ANTHONY MAFFEI
--
- CRD
- #316777
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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