Mha Financial Corp
State-registered
Wealth Manager · Boutique (under $100M)
CRD 7462
· Ridgewood, NJ
· www.doctorsfs.com
☆ Save with Pro
ADV data as of Mar 27, 2026
- Regulatory AUM
- $98.0M
- Discretionary
- $98.0M
- Clients
- 138
- Avg AUM / client
- $710K
- Accounts
- 192
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $17.7M | 18.0% |
| High net worth individuals | 77 | $78.8M | 80.5% |
| Pension and profit sharing plans | 3 | $1.5M | 1.48% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles William Hoilman | Registered representative | Jan 2019 (8y) | ||
| James Arnold Hintz | Registered representative | Chartered Financial Consultant | Jan 2019 (8y) | |
| Neil Edward Vonfeldt | Registered representative | Mar 2019 (7y) | ||
| Jeffrey A Tooke | Registered representative | May 2019 (7y) | ||
| Kurt Tyler Fetter | Registered representative | Aug 2021 (5y) | ||
| Jordan Ryan Pence | Registered representative | CFP | Sep 2023 (3y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.5 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • BY A PORTION OF FEES PAID TO THIRD PARTY ADVISORS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $96.5M (98% of AUM) Mar 2026
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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗