MK INVESTMENT ADVISORS, LLC

Overview

MK Investment Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients with fee-based financial planning and discretionary portfolio management. The firm primarily allocates to publicly traded equities and structures client relationships around managed accounts; its filings show active discretionary management of all reported assets. Compensation is flexible across percentage-of-assets, hourly, and fixed-fee arrangements, which supports both ongoing portfolio management relationships and project-based planning engagements. Operationally, the firm uses a single custodial platform and appears to execute directly in exchange-listed securities and ETFs rather than relying on pooled or proprietary products. That emphasis, combined with a small client base and the use of Interactive Brokers for custody, suggests a direct-market-access approach suited to tax-aware, concentrated or customized equity strategies for high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices