MFM CAPITAL MANAGEMENT, INC.

Overview

MFM Capital Management, Inc. is a small, client-focused advisory practice that manages portfolios for individuals and families, with a specialty toward small-business owners. The firm operates under an individual ownership structure and combines portfolio management services with accounting work, suggesting a hybrid advisory-accounting relationship for clients who prefer integrated financial and tax-aware investment management. Fee arrangements are a mix of percentage-of-assets and hourly charges, which indicates flexibility for smaller or more bespoke client relationships. Investment activity is concentrated in publicly traded equities accessed through exchange-traded vehicles, but the firm appears to manage fully discretionary mandates for its clients. The advisor is not flagged as an active ESG investor and is not registered as a multistate adviser, suggesting a largely local or single-state footprint and traditional equity-focused allocation habits.

Assets & Accounts

Public Holdings

Location & Offices