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MFAC FINANCIAL ADVISORS, INC.

Advisory

WESTLAKE VILLAGE, CA

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in CA
#3,082
of 5,480 advisers by AUM
Average account
$1M
across 58 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$74M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$74M
Discretionary AUM$74M
Non-Discretionary AUM$121K
Discretionary %99.8%
Total Clients13
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, MD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MARKS THERIOT WALSTON & COMPANY, INC.
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$74M
0.0% 1Y
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-57.5% 1Y
VFG ADVISORS, INC.
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$74M
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STRATA CAPITAL MANAGEMENT LP
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QUANTUM WEALTH MANAGEMENT LLC
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HAWLEY ADVISORS, LLC
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$74M

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