MFH INVESTMENTS INC.
Firm details
- Headquarters
- OAKWOOD, Ohio
- CRD number
- 121228
- Website
- www.mfhfinancial.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds15%
- State & Local Bonds10%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1MAX HEINTZ
PresidentCRD 4553446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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