MFO-USA ADVISORY, LLC

RIASEC Registered

Total AUM

$32.1M

Discretionary

0% of AUM

Avg account

$943K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MEMPHIS, Tennessee
CRD number: 302109
Website: www.mfousa.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI98.4%
Individuals1.6%
Services: Selection of Other Advisers

Firm profile

FINTRX

Overview

Mfo-USA Advisory, LLC is a small, individually owned LLC that serves individual and family clients. The firm functions primarily as a capital allocator and adviser-of-advisers: its stated advisory activity is the selection of other managers rather than running a large in-house investment platform. Fee arrangements include a percentage of assets under management plus other fee components. The firm is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Regulatory details are limited in the available data. The advisory model appears to be focused on non-discretionary relationships: the firm's entire reported asset base is listed as non-discretionary, which suggests client-directed accounts or a supervisory role over third-party managers rather than discretionary portfolio management.