MFG Capital, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,730,934
Total clients
215
3% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
215
Average account size
$184,795
About
MFG Capital provides fee-based financial planning and discretionary portfolio management to individual clients, including high‑net‑worth households. The firm also delivers financial planning consultations and holds educational seminars and workshops for the public, and it serves as a co‑advisor on selected client accounts.
Portfolios are tailored to individual goals, time horizons and risk tolerances, with investment decisions informed by fundamental analysis and periodic reviews; MFG Capital typically manages client assets on a discretionary basis. For certain accounts the firm coordinates with a third‑party manager (Beacon Capital Management), assisting with model selection and client communications while custody and execution are provided through custodians such as Charles Schwab.
What is noteworthy for this firm relative to many peers is its regular, no‑fee public seminars and workshops and its principal’s outside insurance practice conducted through an affiliated insurance company (approximately 10% of the principal’s time), both of which are disclosed as potential conflicts. The firm also discloses local strategic partnerships — including co‑ownership of its office building with a tax‑preparation firm and referral relationships with attorneys and realtors — and it receives and discloses fee arrangements tied to its co‑advisor and custodian relationships.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
Tax-loss harvesting
General tax planning
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $1,500,000: 0.80% annually $1,500,000.01+: 0.50% annually
$150 per hour for financial planning
Account minimum: $250,000
Main office location
MFG Capital, Inc.
1861 S. Trenton Dr., Suite 101
Trenton MI 48183, United States
Number of offices
1
Most active in
MFG Capital, Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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