# MF Advisers, Inc.

> MF Advisers, Inc. is a state-registered investment advisory firm, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 155518
- Filed as: MF ADVISERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155518
- AdvisorCensus page: https://advisorcensus.com/firm/mf-advisers-inc-155518

## Quick answers

**How is MF Advisers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), MF Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is MF Advisers, Inc. registered with the SEC or a state?**
MF Advisers, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155518.

**How much does MF Advisers, Inc. manage?**
MF Advisers, Inc. reports $35,678,443 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (99% discretionary).

**What types of clients does MF Advisers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (173); high net worth individuals (4); charitable organizations (2).

**Does MF Advisers, Inc. 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/155518

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,678,443
- Discretionary: $35,178,443
- Non-discretionary: $500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 173 | $24,633,164 |
| High net worth individuals | 4 | $10,732,264 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $0 |
| Charitable organizations | 2 | $313,015 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mfadvisers.com
- quora.com/TOPIC/MF-ADVISERS-COMPANY
- yelp.com/BIZ/MF-ADVISERS-DALLAS
- Facebook @401KFIRM
- Facebook @403BFIRM
- Facebook @MFADVISERS
- Facebook @THEFINANCIALEQUATION
- Facebook @THEFINANCIALFORMULA
- LinkedIn @401-K-FIRM
- LinkedIn @403-B-FIRM
- LinkedIn @MF-ADVISERS-INC.
- Pinterest @MFADVISERS
- X @401KFIRM
- X @403BFIRM
- X @MFADVISERS
- YouTube youtube.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MF Advisers, Inc. (CRD 155518): Form ADV filing data as of October 2026.