Federated Mdta Llc
SEC-registered
Mutual Fund / Asset Manager · Large ($10B–$100B)
CRD 109355
· SEC file 801-55094
· Boston, MA
· WWW.LINKEDIN.COM
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ADV data as of May 21, 2026
- Regulatory AUM
- $25.9B
- Discretionary
- $25.9B
- Clients
- 2,360
- Avg AUM / client
- $11.0M
- Accounts
- 2,360
- Employees
- 21
AUM over time
$1.6B
$25.9B
Dec 2011
May 2026
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,955 | $505M | 1.95% |
| High net worth individuals | 253 | $486M | 1.87% |
| Investment companies | 19 | $23.4B | 90.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $1.2B | 4.56% |
| Pension and profit sharing plans | 65 | $356M | 1.37% |
| Charitable organizations | 16 | $10.0M | 0.04% |
| Corporations and other businesses | 49 | $45.9M | 0.18% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Plan For Employees Of Texas State Teachers Association Texas State Teachers Association | 2024 | |
| J.W. Pepper & Son, Inc. 401(k) Savings And Investment Plan J.W. Pepper & Son, Inc. | 2024 | |
| Stewart & Tate Employees Profit Sharing Plan Stewart & Tate, Inc. | 2024 | |
| York Building Products Co. Inc. Profit Sharing Plan And Trust York Building Products Co., Inc. | 2024 | |
| Robson Forensic, Inc. 401(k) Plan Robson Forensic, Inc. | 2024 |
People (213)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donahue, John, Christopher | Chairman/Board Of Managers | Jul 2006 (20y) | Less than 5% | |
| Donahue, Thomas, Robert | Board Of Managers | Jul 2006 (20y) | Less than 5% | |
| John Basil Fisher | President/Ceo/Board Of Managers | Jul 2006 (20y) | Less than 5% | |
| Auth, Stephen, Frank | Chief Investment Officer | Mar 2009 (17y) | Less than 5% | |
| Novak, Richard, Anthony | Treasurer | Apr 2013 (13y) | Less than 5% | |
| Magera, George, Frank | Secretary | Aug 2013 (13y) | Less than 5% | |
| Stephen Paul Van Meter | Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Daniel Patrick Casey | Registered representative | Nov 2006 (20y) | ||
| Diane Mcconaghy Robinson | Registered representative | Nov 2006 (20y) | ||
| Raisa Elizabeth Barkaloff | Registered representative | Dec 2006 (20y) | ||
| Scott James Charlton | Registered representative | Jan 2007 (20y) | ||
| Daniel Gregory Berry | Registered representative | Jan 2007 (20y) | ||
| Nicholas Raymond Kemerer | Registered representative | Oct 2007 (19y) | ||
| Mark Joseph Strubel | Registered representative | Jul 2008 (18y) | ||
| David Michael Larrick | Registered representative | Aug 2008 (18y) | ||
| John Carroll Duane | Registered representative | Nov 2008 (18y) | ||
| Edwin James Brooks | Registered representative | May 2009 (17y) | ||
| Peter Christopher Siconolfi | Registered representative | May 2009 (17y) | ||
| Scott Douglas Kavanagh | Registered representative | May 2009 (17y) | ||
| James Edward Ostrowski | Registered representative | May 2009 (17y) | ||
| Paul Jude Zuber | Registered representative | Nov 2009 (17y) | ||
| Alec Harry Neilly | Registered representative | May 2010 (16y) | ||
| Bradley Wayne Smith | Registered representative | May 2010 (16y) | ||
| Brian Scott Mcinis | Registered representative | May 2010 (16y) | ||
| Brian Sean Ronayne | Registered representative | May 2010 (16y) | ||
| Bruce Edward Hastings | Registered representative | May 2010 (16y) | ||
| David Albert Wasik | Registered representative | May 2010 (16y) | ||
| Dayna Leslie Haferkamp | Registered representative | May 2010 (16y) | ||
| Edwin Cletus Koontz | Registered representative | May 2010 (16y) | ||
| Erik Jakob Zettelmayer | Registered representative | May 2010 (16y) | ||
| G Walter Whalen | Registered representative | May 2010 (16y) | ||
| Irving Frasia Anderson | Registered representative | May 2010 (16y) | ||
| Jack Boyd Bohnet | Registered representative | May 2010 (16y) | ||
| James Francis Getz | Registered representative | May 2010 (16y) | ||
| James Sheridan Conely | Registered representative | May 2010 (16y) | ||
| Jane Broeren Lambesis | Registered representative | May 2010 (16y) | ||
| Jeffrey Scott Jones | Registered representative | May 2010 (16y) | ||
| John Adolphus Staley | Registered representative | May 2010 (16y) | ||
| John Charles Mosko | Registered representative | May 2010 (16y) | ||
| John Paul Liekar | Registered representative | May 2010 (16y) | ||
| John Robert Rush | Registered representative | May 2010 (16y) | ||
| Jonathan Brett Lipinski | Registered representative | May 2010 (16y) | ||
| Jonathan Paul Sullivan | Registered representative | May 2010 (16y) | ||
| Lewis Chandler Williams | Registered representative | May 2010 (16y) | ||
| Marc John Benacci | Registered representative | May 2010 (16y) | ||
| Mark Benjamin Patsy | Registered representative | May 2010 (16y) | ||
| Mark Carroll | Registered representative | May 2010 (16y) | ||
| Mark Joseph Murphy | Registered representative | May 2010 (16y) | ||
| Michael Henry Liss | Registered representative | May 2010 (16y) | ||
| Michael Patrick Wolff | Registered representative | May 2010 (16y) | ||
| Michael Wayne Koenig | Registered representative | May 2010 (16y) | ||
| Patrick Michael Kelly | Registered representative | May 2010 (16y) | ||
| Paul Adam Uhlman | Registered representative | May 2010 (16y) | ||
| Paul Jozsa Magan | Registered representative | May 2010 (16y) | ||
| Peter William Eisenbrandt | Registered representative | May 2010 (16y) | ||
| Richard Collins Mihm | Registered representative | May 2010 (16y) | ||
| Richard Paul Paulson | Registered representative | May 2010 (16y) | ||
| Rodney Andrew Kehler | Registered representative | May 2010 (16y) | ||
| Scott Alan Holick | Registered representative | May 2010 (16y) | ||
| Shawn Everett Knutson | Registered representative | May 2010 (16y) | ||
| Stephen James Costlow | Registered representative | May 2010 (16y) | ||
| Theodore August Noethling | Registered representative | May 2010 (16y) | ||
| Thomas Andrew Marik | Registered representative | May 2010 (16y) | ||
| Thomas Scott Schinabeck | Registered representative | CFA | May 2010 (16y) | |
| Todd William Jones | Registered representative | May 2010 (16y) | ||
| Victor Landon Harper | Registered representative | May 2010 (16y) | ||
| Vincent Thomas Morrow | Registered representative | May 2010 (16y) | ||
| Bryan Markham Burke | Registered representative | Jul 2010 (16y) | ||
| Daniel Robert Wroble | Registered representative | Aug 2010 (16y) | ||
| Christopher David Berg | Registered representative | Aug 2010 (16y) | ||
| Stephen Chris Otto | Registered representative | Aug 2010 (16y) | ||
| Samuel Michael Mcgowen | Registered representative | Nov 2010 (16y) | ||
| Littell Edward Wilson | Registered representative | Jan 2011 (16y) | ||
| Adina Ann Davis | Registered representative | Jan 2011 (16y) | ||
| Brian Patrick Adams | Registered representative | Jan 2011 (16y) | ||
| Catherine Maura Mc Gee | Registered representative | Jan 2011 (16y) | ||
| Damon Michael Clayton | Registered representative | Jan 2011 (16y) | ||
| David Gary Dankmyer | Registered representative | Jan 2011 (16y) | ||
| George Matthew Hnaras | Registered representative | Jan 2011 (16y) | ||
| Justin Joseph Slomkowski | Registered representative | Jan 2011 (16y) | ||
| Jennifer Marie Weaver | Registered representative | Jan 2011 (16y) | ||
| Kenneth Collen Baber | Registered representative | Jan 2011 (16y) | ||
| Marcus Vincent Persichetti | Registered representative | Jan 2011 (16y) | ||
| Mark Anton Flisek | Registered representative | Jan 2011 (16y) | ||
| Matthew Adam Boyle | Registered representative | Jan 2011 (16y) | ||
| Matthew Phillip Fitzgibbons | Registered representative | Jan 2011 (16y) | ||
| Max Edward Recker | Registered representative | Jan 2011 (16y) | ||
| Paul Michael Buckwalter | Registered representative | Jan 2011 (16y) | ||
| Scott Raymond Collette | Registered representative | Jan 2011 (16y) | ||
| David Francis Morgan | Registered representative | Jan 2011 (16y) | ||
| Diane Marie Marzula | Registered representative | Jan 2011 (16y) | ||
| James Julian Wojciak | Registered representative | Jan 2011 (16y) | ||
| Scott Alan Vallina | Registered representative | Jan 2011 (16y) | ||
| Jack Custer Ebenreiter | Registered representative | Feb 2011 (15y) | ||
| Kaitlyn Cecilia Ross | Registered representative | Apr 2011 (15y) | ||
| Brendan Patrick Schutt | Registered representative | Aug 2011 (15y) | ||
| Devin Michael Rankin | Registered representative | Aug 2011 (15y) | ||
| Jacob Raymond Maddigan | Registered representative | Aug 2011 (15y) | ||
| Matthew Eugene Osheskie | Registered representative | Oct 2011 (15y) | ||
| Neil Benjamin Apfelbaum | Registered representative | Oct 2011 (15y) | ||
| Justin Edward Levy | Registered representative | CFP | Feb 2012 (14y) | |
| Charles Richard Ebbs | Registered representative | Jun 2012 (14y) | ||
| Adam Michele Heurich | Registered representative | Sep 2012 (14y) | ||
| Albert John Anthony Devito | Registered representative | Sep 2012 (14y) | ||
| Eugene William Mccourt | Registered representative | Sep 2012 (14y) | ||
| Christopher Thomas Davis | Registered representative | Jan 2013 (14y) | ||
| Christopher Dibartolomeo | Registered representative | Jan 2013 (14y) | ||
| Robert Howard Kern | Registered representative | Jan 2013 (14y) | ||
| Brian Robert Willer | Registered representative | Jun 2013 (13y) | ||
| Anthony Zugec | Registered representative | Aug 2013 (13y) | ||
| Casey Clarence Curtin | Registered representative | Aug 2013 (13y) | ||
| Brian Matthew Petnuch | Registered representative | Nov 2013 (13y) | ||
| Thomas Arthur Anzio | Registered representative | Mar 2014 (12y) | ||
| Brendan Evan Butler | Registered representative | Mar 2014 (12y) | ||
| Layne Michelle Freeman | Registered representative | Jun 2014 (12y) | ||
| Matthew Robert Defilippo | Registered representative | Jul 2014 (12y) | ||
| Michael Thomas Dimarsico | Registered representative | Jul 2014 (12y) | ||
| Gregory Stilianos Tzanoukakis | Registered representative | Aug 2014 (12y) | ||
| Daniel Roy Zsolcsak | Registered representative | Sep 2014 (12y) | ||
| Alexander Carl Henry | Registered representative | Jan 2015 (12y) | ||
| Ryan Charles Murphy | Registered representative | Jan 2015 (12y) | ||
| Matthew James Litzinger | Registered representative | Jun 2015 (11y) | ||
| Theodore Edward Williams | Registered representative | Jul 2015 (11y) | ||
| Thomas Robert Brown | Registered representative | Sep 2015 (11y) | ||
| Christopher Paul Minton | Registered representative | Oct 2015 (11y) | ||
| Patrick Dubbs Miley | Registered representative | Oct 2015 (11y) | ||
| Timothy Horton Johnson | Registered representative | Oct 2015 (11y) | ||
| Drew Haley | Registered representative | Feb 2016 (10y) | ||
| Morgan Elaine Scaife | Registered representative | Mar 2016 (10y) | ||
| Jillian Michele Cochran | Registered representative | Apr 2016 (10y) | ||
| Anna Elizabeth Allwes | Registered representative | May 2016 (10y) | ||
| Ryan William Jones | Registered representative | CFA | Jun 2016 (10y) | |
| Luke Anthony Raffa | Registered representative | Feb 2017 (9y) | ||
| Andrew Paul Larson | Registered representative | Sep 2017 (9y) | ||
| Michael Daniel Klim | Registered representative | Jan 2018 (9y) | ||
| Maya Gorokhovskiy | Registered representative | Apr 2018 (8y) | ||
| Jeffrey Scott Fedan | Registered representative | Apr 2018 (8y) | ||
| Ian Richard Hastings | Registered representative | Aug 2018 (8y) | ||
| Gregory Sterzel | Registered representative | Oct 2018 (8y) | ||
| Erik Robert Thornton | Registered representative | Nov 2018 (8y) | ||
| Emory Lincoln Redd | Registered representative | Mar 2019 (7y) | ||
| Michael Christopher Layton | Registered representative | Sep 2019 (7y) | ||
| Heather West Froehlich | Registered representative | Nov 2019 (7y) | ||
| Christopher T Koch | Registered representative | Nov 2019 (7y) | ||
| Tonilynn Frazzini | Registered representative | Dec 2019 (7y) | ||
| Thomas James Maciarello | Registered representative | Mar 2020 (6y) | ||
| Madeleine Ann Rees | Registered representative | Jul 2020 (6y) | ||
| Thor Christian Chandler | Registered representative | Jul 2020 (6y) | ||
| Luke Vincent Picchi | Registered representative | Sep 2020 (6y) | ||
| David Donald Gregoire | Registered representative | CFA | Nov 2020 (6y) | |
| Emma Lynn Field | Registered representative | Jan 2021 (6y) | ||
| Justin Andrew Bard | Registered representative | Feb 2021 (5y) | ||
| Philip Lee Judson | Registered representative | Apr 2021 (5y) | ||
| Caroline Elizabeth Kafafian | Registered representative | Apr 2021 (5y) | ||
| John Stuart Larson | Registered representative | Jun 2021 (5y) | ||
| Joshua Nathaniel Wertkin | Registered representative | Mar 2022 (4y) | ||
| Ethan James Young | Registered representative | Mar 2022 (4y) | ||
| David James Brown | Registered representative | Apr 2022 (4y) | ||
| David Anthony Perez | Registered representative | Apr 2022 (4y) | ||
| Casey Patrick Garwig | Registered representative | May 2022 (4y) | ||
| Eric George Kramer | Registered representative | Aug 2022 (4y) | ||
| James Joseph Henry | Registered representative | Sep 2022 (4y) | ||
| Jessica Diane Kraisinger | Registered representative | Sep 2022 (4y) | ||
| Matthew Warren Koenig | Registered representative | Sep 2022 (4y) | ||
| William Ringen Gavett | Registered representative | Sep 2022 (4y) | ||
| Jared Matthew Orr | Registered representative | CFP | Oct 2022 (4y) | |
| Timothy Michael Halberg | Registered representative | May 2023 (3y) | ||
| Nathaniel Auldin Westfall | Registered representative | Jun 2023 (3y) | ||
| Frank Carl Senchak | Registered representative | CFA | Jun 2023 (3y) | |
| Jeffrey Michael Antonacci | Registered representative | CFA | Aug 2023 (3y) | |
| Colby Reese Anthony | Registered representative | Sep 2023 (3y) | ||
| Emily Christine Kavanagh | Registered representative | Oct 2023 (3y) | ||
| Gabriel Michael Dominick | Registered representative | Oct 2023 (3y) | ||
| Nathan Michael Pangallo | Registered representative | Oct 2023 (3y) | ||
| Derrick Richard Stancick | Registered representative | Dec 2023 (3y) | ||
| William Henry Ehland | Registered representative | Jan 2024 (3y) | ||
| Jason Charles Straker | Registered representative | CFA | Jan 2024 (3y) | |
| Anthony Brandon Tambellini | Registered representative | Feb 2024 (2y) | ||
| Matthew Lee Harris | Registered representative | Jun 2024 (2y) | ||
| Brendan Kyle Kopich | Registered representative | Jun 2024 (2y) | ||
| Daniel James Potosky | Registered representative | Jun 2024 (2y) | ||
| Nolan Joseph Hutter | Registered representative | Aug 2024 (2y) | ||
| Michael Orsi | Registered representative | Oct 2024 (2y) | ||
| Branko Alexander Kosanovich | Registered representative | Nov 2024 (2y) | ||
| Christian John Gabriel | Registered representative | Nov 2024 (2y) | ||
| Emily Cipriani | Registered representative | Nov 2024 (2y) | ||
| Samuel John Layton | Registered representative | Nov 2024 (2y) | ||
| Samuel Thomas Passalinqua | Registered representative | Nov 2024 (2y) | ||
| Tyler Roman Siconolfi | Registered representative | Nov 2024 (2y) | ||
| Christopher Michael Gianchetti | Registered representative | Dec 2024 (2y) | ||
| Marin Kate Laffey | Registered representative | Dec 2024 (2y) | ||
| Ioannis D Repoulis | Registered representative | CFA | Jan 2025 (2y) | |
| Michael P Meehan | Registered representative | CFA | Feb 2025 (1y) | |
| Paul Clifford Anderson | Registered representative | CFA | Feb 2025 (1y) | |
| Michael Honer | Registered representative | CFA | Mar 2025 (1y) | |
| Andrew Grange Smith | Registered representative | Mar 2025 (1y) | ||
| Joseph Cacese | Registered representative | Mar 2025 (1y) | ||
| Justin Christopher Fein | Registered representative | Mar 2025 (1y) | ||
| Brandon Paul Williams | Registered representative | Apr 2025 (1y) | ||
| Caitlyn Marie Dalessandro | Registered representative | Apr 2025 (1y) | ||
| Philip Robert Hoffman | Registered representative | Apr 2025 (1y) | ||
| William Keber | Registered representative | Apr 2025 (1y) | ||
| Jacob Patrick Gruden | Registered representative | Jun 2025 (1y) | ||
| Douglas Wayne Gardner | Registered representative | Sep 2025 (1y) | ||
| Jack Henry Dana | Registered representative | Sep 2025 (1y) | ||
| Spencer Reinke | Registered representative | Oct 2025 (1y) | ||
| Jeremy A Taylor | Registered representative | CFA | Oct 2025 (1y) | |
| Kristie Ellen Faber | Registered representative | Nov 2025 (1y) | ||
| Caroline Marfino Martin | Registered representative | Nov 2025 (1y) | ||
| Triston Christopher Schaffer | Registered representative | Nov 2025 (1y) | ||
| Grayden Jackson | Registered representative | Feb 2026 (0y) | ||
| Parker Scott Lammers | Registered representative | Jul 2026 (0y) | ||
| William Charles Hirt | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Federated Mdta Trust | Member | Jul 2006 | A | 75% or more |
| Hbss Acquisition Co. | Member | Nov 1997 | A | 25% – 50% |
| Fii Holdings, Inc. | Shareholder | Jul 2006 | B | ≈ 56.25% – 100% via Federated Mdta Trust |
| Federated Hermes, Inc. | Shareholder | Mar 1983 | B | ≈ 42.19% – 100% via Fii Holdings, Inc. |
| Federated Mdta Trust | Shareholder | Jul 2006 | B | 75% or more of Hbss Acquistion Co. (indirect) |
Estimated effective ownership (look-through of filed bands):
- Fii Holdings, Inc.: 75% – 100% of Federated Mdta Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Federated Hermes, Inc.: 75% – 100% of Fii Holdings, Inc. × 75% – 100% of Federated Mdta Trust × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Plan For Employees Of Texas State Teachers Association | Texas State Teachers Association | 48 | $41.6M | 09/01/2024 |
| J.W. Pepper & Son, Inc. 401(k) Savings And Investment Plan | J.W. Pepper & Son, Inc. | 164 | $23.3M | 07/01/2024 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate, Inc. | 175 | $27.9M | 01/01/2024 |
| York Building Products Co. Inc. Profit Sharing Plan And Trust | York Building Products Co., Inc. | 420 | $101M | 01/01/2024 |
| Robson Forensic, Inc. 401(k) Plan | Robson Forensic, Inc. | 183 | $24.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.75 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- UBS $512M (2% of AUM) May 2026
- Morgan Stanley $107M (1% of AUM) Mar 2025
- Northern Trust $103M (2% of AUM) Aug 2024
- Westport Securities Group, Inc. $86.0M (2% of AUM) Jul 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗