Mbi LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated January 28, 2026, reports $317M in regulatory assets under management, 13 employees, 5 offices, and 395 accounts.
Assets Under Management
$317M
Employees
13
Offices
5 offices
Total Clients
197
Primary office
BETHESDA, MD
7910 WOODMONT AVE, SUITE 500, BETHESDA, MD, United States
Top client segmentIndividuals represent 48.7% of total clients.
Top client categories% of clientsClients
1
Individuals
48.7%
96
2
HNWI
48.2%
95
3
Pension Plans
2.5%
5
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of January 28, 2026
Discretionary94.0%
$298M
94% of total RAUM94.0%
Non-discretionary6.0%
$19M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$317M
Total Accounts395
10Y AUM Change+$217M (+215.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee15:1
10Y Employee Change+8 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.