# MB, Levis & Associates,llc

> 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.

- CRD: 164197
- Filed as: MB, LEVIS & ASSOCIATES,LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Center Valley, PA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164197
- AdvisorCensus page: https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197

## Quick answers

**How is MB, Levis & Associates,llc compensated?**
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).

**Where is MB, Levis & Associates,llc located?**
MB, Levis & Associates,llc's principal office is in Center Valley, PA, according to its Form ADV.

**Is MB, Levis & Associates,llc registered with the SEC or a state?**
MB, Levis & Associates,llc is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164197.

**How much does MB, Levis & Associates,llc manage?**
MB, Levis & Associates,llc reports $411,582,981 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have MB, Levis & Associates,llc's assets and staff changed since 2021?**
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.

**What types of clients does MB, Levis & Associates,llc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (78).

**Which custodians does MB, Levis & Associates,llc use?**
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.

**Does MB, Levis & Associates,llc 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/164197

**What changed in MB, Levis & Associates,llc's recent Form ADV filings?**
In the January 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### 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: $411,582,981
- Discretionary: $411,582,981
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $39,882,311 |
| High net worth individuals | 78 | $364,367,864 |
| Charitable organizations | Fewer than 5 | $4,731,543 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,601,263 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $303,627,589 | 4 | September 28, 2021 |
| October 2022 | $345,462,211 | 4 | June 24, 2022 |
| October 2023 | $307,933,325 | 4 | August 24, 2023 |
| October 2024 | $349,621,078 | 4 | March 21, 2024 |
| October 2025 | $374,821,801 | 4 | February 12, 2025 |
| October 2026 | $411,582,981 | 4 | March 20, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MB, Levis & Associates,llc (CRD 164197): Form ADV filing data as of October 2026.