MB Inman Investment Advisors, LLC

MB Inman Investment Advisors LLC is an SEC-registered adviser that provides consulting and referral services to high‑net‑worth individuals, with consulting topics that may include estate and retirement planning and related administrative matters. The firm describes its practice as advisory and referral-focused rather than providing discretionary portfolio management directly to clients.

MBIIA does not provide discretionary management or custody of client accounts and notes that it does not regularly review or report on accounts it refers to third-party advisers; instead it solicits clients exclusively for a larger brokerage/advisory firm and limits recommendations to products available through its representatives’ broker‑dealer and insurance registrations. Its investment advice emphasizes standard securities analysis while deferring ongoing portfolio management, account reviews, and execution details to the outside adviser that ultimately services referred clients.

Noteworthy aspects of MBIIA’s brochure include its involvement in other financial product sales through broker‑dealer and insurance affiliations—an activity that is uncommon among firms in this category—and the firm’s stated practice of not using a typical percentage‑of‑assets fee structure or entering into traditional advisory agreements with clients. The sole member’s affiliation with a private equity and venture capital consulting firm, together with a disclosure that associated persons may spend a substantial share of their time on non‑advisory activities, further distinguishes its business model from many peers.