# MB Advisors LLC

> MB Advisors LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 169490
- Filed as: MB ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169490
- AdvisorCensus page: https://advisorcensus.com/firm/mb-advisors-llc-169490

## Quick answers

**How is MB Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MB Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MB Advisors LLC registered with the SEC or a state?**
MB Advisors LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169490.

**How much does MB Advisors LLC manage?**
MB Advisors LLC reports $47,348,442 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**What types of clients does MB Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Does MB Advisors LLC 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/169490

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $47,348,442
- Discretionary: $47,348,442
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $47,348,442 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MB Advisors LLC (CRD 169490): Form ADV filing data as of October 2026.