MKG Capital Management, LLC

RIAState Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1M
Accounts
22
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 9%, US Government Bonds 5%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds9%
  • US Government Bonds5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth