Cincinnati, OH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
MBIA Capital Advisors
Team
Firm-wide stats for MBIA Capital Advisors
About
MBIA Capital Advisors provides discretionary and non‑discretionary investment management and financial planning to a broad client base that includes individuals (including high‑net‑worth clients), trusts, foundations, retirement accounts and business entities. The firm also offers sub‑advisory services to other advisers and manages client assets through both wrap‑fee and non‑wrap fee arrangements.
Investment decisions are based on fundamental analysis of companies, industries and macroeconomic trends, with a noted emphasis on dividend growth and corporate bond evaluation; portfolios typically blend large‑cap value exposure with multi‑cap growth and momentum strategies and may include covered‑call option writing and structured products. The firm uses both public and proprietary research and engages independent third‑party managers for portions of client assets (for example, ZEGA Financial) when appropriate.
What distinguishes the firm from many peers is the operational affiliation with certified public accounting practices whose principals provide tax planning and preparation services primarily during tax season, and the related offering of insurance services through affiliated entities. MBIA’s role as a wrap fee program sponsor for assets managed by third‑party managers, combined with its sub‑advisory activities, is also less common among teams of similar size.
Based on MBIA Capital Advisors
Expertise
Based on MBIA Capital Advisors
Location
1248 Springfield Pike, Na
Cincinnati OH 45215-2142
Advisors at this office
3
Advisors at this office
Kurt M
Series 66
Cincinnati, OH
MBIA Capital Advisors
Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.
Lionel B
Series 65
Cincinnati, OH
MBIA Capital Advisors
Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.
Michael B
CFP®, Series 63
Cincinnati, OH
MBIA Capital Advisors
Michael Bain Jr. is a CFP® with 18 years of industry experience, currently serving at MBIA Capital Advisors since 2011. His prior experience includes roles at ON Investment Management Co., Equity Analysts Inc., Sicor Securities Inc., Waddell & Reed, and Ernst & Young Investment Advisers LLP. He is also the owner of a tax planning and compliance business, TAX AND WEALTH PLANNING STRATEGIES, LLC, which includes insurance sales. MBIA Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, retirement accounts, and business entities. The firm employs fundamental analysis with an emphasis on dividend growth and corporate bonds, blending large-cap value with multi-cap growth and momentum strategies, and distinguishes itself through its affiliation with certified public accounting practices and related insurance services.
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