MBI LLC
SEC RegisteredClarity for the Moments That Matter
About the firm
Councilor (formerly CBM) is an accounting, advisory, and wealth management firm with more than 100 years of trusted service. The firm helps businesses, individuals, and families make confident decisions in complex financial, regulatory, and strategic moments through integrated expertise across accounting, advisory, and wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Audit and assurance, accounting and financial advisory, tax planning and compliance, transaction advisory, divorce and dispute advisory, trusts and estates, investment management, and financial planning (including fee-only wealth management through Councilor Wealth).
Who they serve
Organizations and businesses, individuals and families, nonprofits, closely held businesses, automotive dealerships, construction and real estate firms, professional services firms, and law firms.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $32M |
| High Net Worth Individuals | 95 | $269M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $2.6M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $750,000 | — |
| $750,001 - $1,250,000 | 0.90% |
| $1,250,001 - $2,500,000 | 0.80% |
| $2,500,001 - $3,750,000 | 0.70% |
| $3,750,001 - $5,000,000 | 0.60% |
| $5,000,001 - $10,000,000 | 0.50% |
| $10,000,001 and above | — |
Data as of January 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MBI LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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