MK Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 127608
- Website
- mkcapitalgroup.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds8%
- US Government Bonds5%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
1 of 1Mara Konrad
Owner and FounderCRD 2539544
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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