MKB CONSULTING LLC

RIASEC 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 small, limited liability advisory firm that focuses on financial planning and arranging outside investment management rather than running large in-house asset strategies. The firm is identified as a capital allocator and explicitly offers selection of other advisers, which indicates its primary role is to identify, vet and place client capital with third‑party managers rather than operate broad discretionary platforms itself. MKB Consulting LLC is not an active ESG investor and does not present itself as a multi‑state adviser. The firm’s organizational footprint is compact: it is structured as a domestic LLC with an individual ownership profile and is classified as unclassified for regulatory purposes. Its advisory mandate centers on financial planning services combined with manager selection, and the firm lists an accountant affiliation—suggesting support for tax and reporting considerations when assembling client solutions. Fee arrangements are listed as “other,” implying non‑standard or bespoke billing models rather than a simple AUM‑based schedule.

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