CRD: 7462
MHA Financial Corp
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PathwayOak alpha
- Established Date
- 08-22-1977
- Office Locations
- 6
Office Locations
About MHA Financial Corp
Zenith Capital advises family-owned business owners and high-net-worth individuals, pairing sell-side guidance for closely held businesses with traditional wealth management. Portfolios emphasize diversified public markets allocations (often ETF-based) and may include access to private stock, IPOs, and select private equity opportunities. Securities are offered through Four Points Capital Partners; advisory services through MHA Financial Corp.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL CHRISTOPHER MARTINO
Financial Advisor, Managing Member, President, Principal
- CRD
- #2579146
- Ownership
- 75% or more
JEFFREY A TOOKE
Advisor, Chief Compliance Officer
- CRD
- #5621579
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KURT TYLER FETTER
Financial Advisor
- CRD
- #5459605
JAMES ARNOLD HINTZ
Chief Compliance Officer, Managing Member
- CRD
- #1916767
Radial harbor
Fusion alpha element
- CRD
- #78319
Showing 2 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,975,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,975,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,975,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,630,591,476 | 21.5% |
| U.S. Government/Agency | $379,207,320 | 5.0% |
| Equity - OTC | $1,107,285,374 | 14.6% |
| Cash | $1,349,978,059 | 17.8% |
| Municipal Bonds | $1,607,839,037 | 21.2% |
| Corporate - Investment Grade | $1,509,245,134 | 19.9% |
| Total | $7,584,146,400 | 100.0% |