Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$316,945,133
Total clients
191
50% high-net worth
Total advisors
10
of 13 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
19
Average account size
$1,659,399
MBI LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, retirement plans and not‑for‑profit organizations, managing about $317 million across roughly 191 client accounts with a team of 10 advisors. The firm offers ongoing discretionary and non‑discretionary investment management and prepares an Investment Policy Statement for each client to document goals, risk tolerance and constraints.
The firm’s investment process combines fundamental and technical analysis with modern portfolio theory to build diversified portfolios that primarily use mutual funds and ETFs (including precious‑metals ETFs), public REITs, TIPS and select non‑U.S. securities. MBI typically seeks discretionary trading authority, recommends Schwab Institutional for custody, and includes financial planning as part of its asset‑based management arrangements for clients with assets under management.
The brochure discloses that MBI LLC is wholly owned by CBM, an accounting, tax and advisory firm, and that its investment advisors are employees of CBM, a relationship the firm identifies as a potential conflict of interest while noting clients are not required to use CBM’s services. Unusual for peer firms of this size, MBI maintains multiple offices, issues periodicals and offers educational seminars or workshops, and its advertising incorporates testimonials and references to third‑party ratings.
Fixed-fee arrangements for financial planning services without assets under management; specific amounts not stated.
$0 - $750,000: Negotiable $750,001 - $1,250,000: 0.90% $1,250,001 - $2,500,000: 0.80% $2,500,001 - $3,750,000: 0.70% $3,750,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Hourly charges apply for financial planning services when assets are not under management; specific rates not stated.
Fee-only: Financial planning fees for clients without assets under management are charged on an hourly or fixed-fee basis; fees are based on hourly charges or fixed-fee arrangements.
MBI LLC
7910 Woodmont Ave, Suite 500
Bethesda MD 20814, United States
Number of offices
6
California · Delaware · District of Columbia · Florida · Maryland · New Jersey · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bethesda, MD
MBI LLC
CFP®, Series 66
Bristow, VA
MBI LLC
CFP®, Series 63
Bethesda, MD
MBI LLC
CFP®
Bethesda, MD
MBI LLC
ChFC®, Series 66
Bethesda, MD
MBI LLC
CFP®, CFA®, Series 65
Bethesda, MD
MBI LLC
CFP®
Bethesda, MD
MBI LLC
CFP®
Bethesda, MD
MBI LLC
CFP®
Bloomfield, NJ
MBI LLC
CFA®
Bethesda, MD
MBI LLC
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