MKG Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management for individuals (including both high‑net‑worth and non‑HNW clients) and a range of institutional and fiduciary clients such as pension/profit‑sharing plans, Taft‑Hartley plans, trusts, estates, and charitable organizations. Clients engage the firm under investment advisory agreements and the firm arranges trade execution and custody through an introducing broker‑dealer and an affiliated clearing broker.
Investment management emphasizes U.S. small‑ to mid‑capitalization equity strategies implemented with a research‑oriented, top‑down process that combines technical and fundamental analysis; the firm will include large‑cap equities and fixed income in balanced mandates and may use exchange‑traded products for hedging. The firm permits margin borrowing in managed accounts and treats any resulting debit balances as part of the managed assets, with those balances included in fee calculations as disclosed in its advisory agreement.
The firm is small and owner‑centric, with the sole owner holding multiple senior roles and only two registered professionals supporting the business, which concentrates decision‑making and supervision. Its ADV discloses prior regulatory and dispute matters — including a past FINRA matter and an arbitration award — and a recent state registration lapse that was subsequently remedied; these disclosure events are described in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Account minimum: $250,000
Main office
205 SE Spokane Street, Suite 300
Portland OR 97202-6487
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Mkg Capital Advisors · Mkg Financial Group, Inc.
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
Advisors at this firm
Anthony G
Series 65, Series 66
Portland, OR
MKG Financial Group, Inc.
Anthony Gaskill is a financial advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 65 and Series 66 licenses with one year of industry experience. He has been with MKG Financial Group in various capacities since 2016. MKG Financial Group provides discretionary portfolio management for individuals, including high-net-worth and non-high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, and charitable organizations. The firm emphasizes U.S. small- to mid-cap equity strategies using a research-oriented, top-down process that combines technical and fundamental analysis.
Mark G
Series 63, Series 65
Portland, OR
MKG Financial Group, Inc.
Mark Gaskill is the sole advisor at MKG Financial Group, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led MKG Financial Group since 1999. Outside of his advisory work, Mr. Gaskill operates MKG Productions, a personal DBA through which he collaborates with media outlets. MKG Financial Group provides discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $16 million across about 71 accounts. The firm focuses on U.S. small- to mid-cap equity portfolios using a top-down, research-driven process that integrates technical and fundamental analysis and employs value, contrarian, and special-situation investment styles.
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