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Private Wealth Daily
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The Lean 100 · 2026 edition
No.43
Mbia Capital Advisors logo

Mbia Capital Advisors

Cincinnati, OH · Firm website

115%AUM growth, 2024 to 2026
$290MAUM in the 2026 filing
17%client growth
5people at the firm

AUM by filing

$119M2023
$135M2024
$232M2025
$290M2026

Clients by filing

1872023
2212024
1882025
2582026

Key people

  • Kurt MartyMemberOwner · 16 years at the firm
    in
  • Michael BainOwner / AdvisorOwner · 16 years at the firm
    in
  • Julie MesarosOwner2 years at the firm
  • Lionel BeySenior Portfolio Manager4 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth115%104%
  • Client growth17%43%
  • People57
  • AUM per person$58.0M$49.7M

Rank by measure

  • Official rankNo. 43115%
  • Client growthNo. 8917%
  • AUM added per personNo. 42$31.0M
  • AUM per personNo. 41$58.0M
← No. 42 Riverchase Wealth ManagementNo. 44 Scott Marsh Financial →
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Mbia Capital Advisors: No. 43 on The Lean 100 (2026) — Private Wealth Daily