# MLD Investment Advisory

MLD Investment Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mldinvestmentadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/mld-investment-advisory-inc

## Regulatory record

- **CRD number:** 118571
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-16T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118571

## About

Registered Investment Advisory business specializing in Privately Managed Separate Accounts and Managed Mutual Fund Accounts for discerning investors. Our unique relationships with major, national financial institutions such as Schwab Institutional, TD Ameritrade, Wedbush Morgan Securities, and Morningstar Managed Portfolios allow us to offer our clients unique money management platforms and strategies unavailable through most firms.

## Questions

### Who runs investment decisions at MLD Investment Advisory?

MLD Investment Advisory does not publicly name individual portfolio managers or chief investment officers. As an RIA, investment decisions are made by the firm's registered investment adviser representatives, who must pass Series 65 exams and register with state securities authorities. The specific chain of decision-making authority is not disclosed in public records.

### What investment minimums or fee structure does MLD Investment Advisory require?

MLD Investment Advisory does not publicly disclose its minimum account size or fee schedule. Most RIAs in its peer group charge an annual management fee of 0.5% to 1.5% of assets under management (AUM), with minimums ranging from $100,000 to $1 million. Without public disclosure, these figures remain unconfirmed for this specific firm.

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- [I.L. "Lonnie" Morris, CPA](https://altss.com/profile/il-lonnie-morris-cpa)

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Last updated: 2026-06-03T20:00:00.000Z

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