MKG Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136286
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI90.41%
- Pooled Investment Vehicles9.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
MKG Capital Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that also selects other managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and manager selection. MKG also engages in other financial product sales activities. The firm uses a range of fee arrangements — percentage of assets under management, hourly, fixed fees, performance-based fees and other structures — which suggests flexibility in client engagements and the ability to offer alternative compensation for bespoke relationships. MKG does not identify as an active ESG investor and appears to operate in a limited geographic footprint rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities75%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds9%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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