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MBX INVESTORS LLC

FARMINGTON HILLS, MI · CRD 339299 · IAPD ↗ · 248-960-1700

$460.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
August 2026 — MBX INVESTORS LLC reported RAUM up 104% ($224.6M -> $457.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
May 2026 — MBX INVESTORS LLC (FARMINGTON HILLS, MI) is newly SEC-registered with $224.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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