MFH INVESTMENTS INC.

RIASEC Registered
Total AUM
$30.5M
Discretionary
$30.5M
100% of AUM
Avg account
$2.2M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
OAKWOOD, Ohio
CRD number
121228
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.68%
  • Individuals18.65%
  • Charitable Organizations1.67%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

MFH Investments Inc. is an independent registered investment adviser operating as a small, client-focused RIA. The firm primarily serves individual and family clients and small-business accounts, offering financial planning and discretionary portfolio management alongside accounting services. Its advisory engagement model supports multiple billing methods — a percentage of assets under management, hourly fees, and fixed fees — which accommodates both ongoing portfolio oversight and project-based planning work. Investment activity shows a clear tilt toward publicly traded equities, with exchange-traded instruments forming the core of client portfolios. The firm is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant. MFH Investments manages assets on a discretionary basis and appears to favor straightforward equity exposure supplemented by mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 15%, State & Local Bonds 10%, Investment Grade Corp Bonds 5%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%60%
  • Exchange Traded Equities60%
  • US Government Bonds15%
  • State & Local Bonds10%
  • Investment Grade Corp Bonds5%
  • Non-Investment Grade Corp Bonds5%

Contacts

1 of 1
  • MAX HEINTZ

    PresidentCRD 4553446

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

OAKWOOD, OH

MONTGOMERY

Location

OAKWOOD, OH

Headquartered in OAKWOOD, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
MONTGOMERY
Address
2331 Far Hills Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth