# MFG INVESTMENTS, LLC

MFG INVESTMENTS, LLC of MEDFORD, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 125122
- Type: SEC-registered investment adviser
- SEC file number: 801-132877
- Location: 150 HIMMELEIN ROAD, STE 9, MEDFORD, NJ, 08055
- Phone: 609-714-0546
- Latest filing: 2026-04-21
- Regulatory AUM: $146.5M
- Discretionary AUM: $146.5M
- Clients: 5
- Accounts: 515

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Wallace Joseph Kennedy | MANAGING MEMBER , PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kathleen Kelly Kennedy | ADMIN/OWNER | — |
| Austin Carlson Kennedy | OWNER/INVESTMENT ADVISER REPRESENTATIVE | — |
| Kevin Kerwin Kennedy | OWNER/INVESTMENT ADVISER REPRESENTATIVE | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-08-15 | regulatory | MFG INVESTMENTS LLC TRANSACTED BUSINESS IN DELAWARE AS AN INVESTMENT ADVISER WHILE NEITHER REGISTERED NOR EXEMPT FROM REGISTRATION. | Final | $2K |
| 2020-07-01 | regulatory | MFG TRANSACTED BUSINESS IN PA AS AN INVESTMENT ADVISER WHILE NEITHER REGISTERED NOR EXEMPT FROM REGISTRATION. | Final | $15K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125122/similar
- Related entities: https://search.stillhousedata.com/firm/125122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125122

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.