MKB CONSULTING LLC
Firm details
- Headquarters
- NORTH CHARLESTON, South Carolina
- CRD number
- 152300
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN BEAUSTON
Managing PartnerCRD 5734574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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