MK Capital Group

RIASEC Registered
Total AUM
$28.8M
Discretionary
$0
0% of AUM
Avg account
$443K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127608
Custodians
SHAREHOLDERS SERVICE GROUP, LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI63%
  • Individuals33.82%
  • Pension & Profit Sharing Plans3.18%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MK Capital Group is a small, single-office advisory practice structured as a sole proprietorship that focuses on portfolio management for individuals and small businesses and on selecting external advisers. The firm operates primarily on a non-discretionary basis and positions itself as a capital allocator — combining direct equity exposures with allocations to third‑party managers when alternatives are appropriate. Fee arrangements include a percentage-of-AUM component and hourly charges. The adviser does not describe itself as an active ESG investor and maintains a focused client base made up of individuals, families and some institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 8%, US Government Bonds 5%, State & Local Bonds 4%, Cash & Cash Equivalents 2%, Other 1%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds8%
  • US Government Bonds5%
  • State & Local Bonds4%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Mara Konrad

    Owner and FounderCRD 2539544

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth