{
  "crd_number": 164197,
  "slug": "mb-levis-and-associates-llc-center-valley-pa-164197",
  "primary_business_name": "MB, LEVIS & ASSOCIATES,LLC",
  "legal_name": "MB, LEVIS & ASSOCIATES,LLC",
  "dbas": [],
  "city": "Center Valley",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "10900",
  "metro": {
    "cbsa_code": "10900",
    "common_name": "Allentown",
    "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
    "path": "/advisors/pa/allentown"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-06-27",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-20",
  "carried_forward": false,
  "raum_total": 411582981.0,
  "raum_discretionary": 411582981.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4731543.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 39882311.0,
      "count": 92
    },
    "high_net_worth_individuals": {
      "raum": 364367864.0,
      "count": 78
    },
    "corporations_other_businesses": {
      "raum": 2601263.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://mblevis.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164197",
  "city_as_filed": "CENTER VALLEY",
  "url": "https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197",
  "display_name": "MB, Levis & Associates,llc",
  "summary": "MB, Levis & Associates,llc is an SEC-registered investment advisory firm in Center Valley, PA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.",
  "citation": "AdvisorCensus. MB, Levis & Associates,llc (CRD 164197): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is MB, Levis & Associates,llc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MB, Levis & Associates,llc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is MB, Levis & Associates,llc located?",
      "a": "MB, Levis & Associates,llc's principal office is in Center Valley, PA, according to its Form ADV."
    },
    {
      "q": "Is MB, Levis & Associates,llc registered with the SEC or a state?",
      "a": "MB, Levis & Associates,llc is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164197."
    },
    {
      "q": "How much does MB, Levis & Associates,llc manage?",
      "a": "MB, Levis & Associates,llc reports $411,582,981 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have MB, Levis & Associates,llc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MB, Levis & Associates,llc: Regulatory assets under management: $303,627,589 in the October 2021 data and $411,582,981 in the October 2026 data, up 36%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MB, Levis & Associates,llc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (78)."
    },
    {
      "q": "Which custodians does MB, Levis & Associates,llc use?",
      "a": "MB, Levis & Associates,llc's 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."
    },
    {
      "q": "Does MB, Levis & Associates,llc report any disciplinary disclosures?",
      "a": "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/164197"
    },
    {
      "q": "What changed in MB, Levis & Associates,llc's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Registered or notice-filed in NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 303627589.0,
      "total_employees": 4,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 345462211.0,
      "total_employees": 4,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 307933325.0,
      "total_employees": 4,
      "filing_date": "2023-08-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 349621078.0,
      "total_employees": 4,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 374821801.0,
      "total_employees": 4,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 411582981.0,
      "total_employees": 4,
      "filing_date": "2026-03-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 92,
      "fewer_than_5": false,
      "raum": 39882311.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 78,
      "fewer_than_5": false,
      "raum": 364367864.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4731543.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2601263.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164197",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}