MKB Consulting LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
North Charleston, South Carolina
CRD number
152300
Fee structure
Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

MKB Consulting LLC is a South Carolina–registered limited liability company that operates as a capital allocator and advisory consultant. The firm’s stated advisory activities are financial planning services and the selection of other advisers, which indicates its role is primarily to evaluate and place client capital with external managers rather than to run a broad suite of in-house investment products. Ownership is listed as a mix of a domestic entity and an individual, and the firm reports a fee structure classified as "Other." It is not identified as an active ESG investor and is not a multi-state adviser. An accounting affiliation is noted among its industry connections.

Assets & Accounts

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

Contacts

1 of 1
  • John Beauston

    Managing PartnerCRD 5734574

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

North Charleston, SC

Charleston

Location

North Charleston, SC

Headquartered in North Charleston, SC, in the South of the United States.

Region
South
County
Charleston
Address
4401 Belle Oaks Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth