# M.B. Engdahl & Co.

> M.B. Engdahl & Co. is a state-registered investment advisory firm in Jamestown, NY, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 126473
- Filed as: M.B. ENGDAHL & CO.
- Legal name: Michael Brian Engdahl
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jamestown, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126473
- AdvisorCensus page: https://advisorcensus.com/firm/m-b-engdahl-and-co-jamestown-ny-126473

## Quick answers

**How is M.B. Engdahl & Co. compensated?**
On its Form ADV (Item 5.E, October 2026), M.B. Engdahl & Co. reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is M.B. Engdahl & Co. located?**
M.B. Engdahl & Co.'s principal office is in Jamestown, NY, according to its Form ADV.

**Is M.B. Engdahl & Co. registered with the SEC or a state?**
M.B. Engdahl & Co. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 126473.

**What types of clients does M.B. Engdahl & Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60).

**Does M.B. Engdahl & Co. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126473

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @michael-engdahl-jd-ms-cfp(R)-929056a4

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. M.B. Engdahl & Co. (CRD 126473): Form ADV filing data as of October 2026.