AdvisorCensus / Financial advisors / Pennsylvania / Matune Basile Advisors
Matune Basile Advisors
Filed as MATUNE BASILE ADVISORS · Legal name MBA Advisors LLC
Matune Basile Advisors is an SEC-registered investment advisory firm in Hermitage, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.
Quick answers
From the filingHow is Matune Basile Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Matune Basile Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Matune Basile Advisors charge?
Its Form ADV Part 2A brochure dated February 10, 2026 states: Hourly rate: $150 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Matune Basile Advisors located?
Matune Basile Advisors' principal office is in Hermitage, PA, according to its Form ADV.
Is Matune Basile Advisors registered with the SEC or a state?
Matune Basile Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 168073.
How much does Matune Basile Advisors manage?
Matune Basile Advisors reports $342,613,223 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).
How have Matune Basile Advisors' assets and staff changed since 2021?
In the Form ADV data for Matune Basile Advisors: Regulatory assets under management: $164,336,339 in the October 2021 data and $342,613,223 in the October 2026 data, up 108%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Matune Basile Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (76); corporations or other businesses not listed above (11).
Which custodians does Matune Basile Advisors use?
Matune Basile Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Matune Basile Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168073
What changed in Matune Basile Advisors' recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $275,174,980 to $342,613,223 (+25%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $2,500
The brochure's wording
The minimum annual fee will be $ 2,500.
Hourly rate: $150 an hour (financial planning services)
The brochure's wording
MBA offers financial planning services on an hourly basis ranging up to $150 per hour with a minimum total fee of $1,000.
As stated in the firm's Form ADV Part 2A brochure dated February 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$342,613,223 as of October 2026, filing dated February 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- MBA Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 5. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $342,613,223 | 5 | February 10, 2026 |
| October 2025 | $275,174,980 | 4 | March 20, 2025 |
| October 2024 | $258,691,107 | 3 | March 12, 2024 |
| October 2023 | $208,150,845 | 3 | April 20, 2023 |
| October 2022 | $224,053,836 | 3 | March 28, 2022 |
| October 2021 | $164,336,339 | 3 | March 24, 2021 |
Regulatory assets under management: $164,336,339 in the October 2021 data and $342,613,223 in the October 2026 data, up 108%.
Total employees: 3 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $275,174,980 to $342,613,223 (+25%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Matune Basile Advisors (CRD 168073): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/matune-basile-advisors-hermitage-pa-168073