MKB Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MKB Consulting provides referral-based investment management services to individuals, high‑net‑worth individuals, trusts and businesses by recommending third‑party money managers. The firm does not itself manage client assets or take custody; it assists in identifying investment objectives, recommending manager styles and facilitating onboarding and reporting.
The firm’s role centers on manager selection and ongoing oversight rather than direct portfolio management: due diligence includes reviewing managers’ Form ADV disclosures, interviewing managers and their clients, and performing annual inquiries about complaints, and the firm may attend manager-client meetings. MKB is compensated as a solicitor by the managers it recommends (receiving up to 35% of a manager’s advisory fee) and does not collect percentage‑of‑AUM or performance‑based fees directly from referred clients.
MKB is affiliated with Moore Beauston & Woodham, LLC, a public accounting firm that wholly owns the adviser, a relationship the brochure identifies as a potential conflict if clients obtain accounting services from that firm (clients are not obligated to do so). Compared with many investment managers, MKB is very small and referral‑focused—one advisory representative and no assets under management as reported—emphasizing formal manager selection and solicitor arrangements rather than in‑house asset management.
Client services
Expertise
Main office
4401 Belle Oaks Dr., Suite 100
North Charleston SC 29405
Advisors at this office
1
Most active in
South Carolina
Disclosures
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Business activities & affiliations
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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