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MBL ADVISORS

CHARLOTTE, NC · CRD 305176 · IAPD ↗ · mbl-advisors.com · 704-333-8461

$1.42BRegulatory AUM
10Advisory reps
14Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — MBL ADVISORS reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
April 2025 — MBL ADVISORS crossed $1B in regulatory AUM ($946.2M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
March 2024 — MBL ADVISORS reported RAUM up 29% ($731.8M -> $946.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.