MK Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,873,090
Clients
22
Advisors
1
of 1 employees
About
MK Capital Group has been providing asset management, financial planning, consulting, and access to third‑party advisory programs since 2003. The firm reports $28,787,342 in assets under management as of December 31, 2025 across a small client base and offers portfolio management for individual clients as well as pension and profit‑sharing plans.
The firm typically manages client accounts on a non‑discretionary basis—reporting $0 in discretionary assets and $28,787,342 in non‑discretionary assets as of the same date—and generally seeks client authorization for transactions. Investment implementation includes individual stocks and bonds, mutual funds, ETFs, separately managed accounts and model portfolios provided through third‑party platforms, with account reviews at least quarterly and cash held in low‑risk instruments for liquidity and fee debit purposes.
What is noteworthy about the firm is its combination of serving pension and profit‑sharing plans while operating largely on a non‑discretionary basis, and its routine use of third‑party platforms (Envestnet and Altruist) to deliver SMA and model solutions. The firm relies on custodial relationships and program terms for trade execution and reporting, does not accept proxy‑voting authority for client securities, and provides written financial plans or plan updates only when clients request them.
Client services
Expertise
Fee options
Any Assets+: .15% to 1.04%
Account minimum: $250,000
Main office
Pasadena CA
Advisors at this office
1
Most active in
California
Also doing business as
Konrad, Mara , Kathleen · Mk Capital Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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