A complete list of active advisors currently associated with MK Capital Group
Warmer can help you find a great advisor at MK Capital Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at MK Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pasadena, CA
| 9
|
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