# Matune Basile Advisors

> 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.

- CRD: 168073
- Filed as: MATUNE BASILE ADVISORS
- Legal name: MBA Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hermitage, PA
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168073
- AdvisorCensus page: https://advisorcensus.com/firm/matune-basile-advisors-hermitage-pa-168073

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Minimum annual fee: $2,500

> The minimum annual fee will be $ 2,500.

- Hourly rate: $150 an hour (financial planning services)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $342,613,223
- Discretionary: $342,613,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $78,829,351 |
| High net worth individuals | 76 | $243,775,854 |
| Charitable organizations | 8 | $5,224,910 |
| Corporations or other businesses not listed above | 11 | $14,783,108 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matunebasile.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,336,339 | 3 | March 24, 2021 |
| October 2022 | $224,053,836 | 3 | March 28, 2022 |
| October 2023 | $208,150,845 | 3 | April 20, 2023 |
| October 2024 | $258,691,107 | 3 | March 12, 2024 |
| October 2025 | $275,174,980 | 4 | March 20, 2025 |
| October 2026 | $342,613,223 | 5 | February 10, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matune Basile Advisors (CRD 168073): Form ADV filing data as of October 2026.