A complete list of active advisors currently associated with MKX Capital

Warmer can help you find a great advisor at MKX Capital or one who fits your needs even better.

The firm provides ongoing asset management and financial planning services for individuals and a mix of institutional and pooled clients; its Form ADV explicitly lists individuals, high net worth individuals, corporations, pension funds, health and welfare funds, training funds, and union funds among its client types. In addition to the common percentage-of-AUM portfolio management for individuals, the brochure indicates the firm will provide portfolio management for pooled vehicles and institutional clients. The firm manages client accounts on a non-discretionary basis, documenting client goals, time horizons, and risk tolerance and obtaining client consent before executing transactions, and it offers tailored financial planning and periodic account reviews. Its stated methods include fundamental and technical analysis and use of mutual funds and ETFs as part of customized asset-allocation strategies. Distinctive items in the brochure include disclosure that the firm’s advisory representatives receive external compensation from insurance sales and that one principal engages in licensed insurance activities and other outside business interests, which the firm identifies as potential conflicts and says it will disclose and mitigate. The filing also shows the firm is newly formed with no assets under management at the time of the ADV and is not a solo-practitioner entity, noting an additional management person on the ADV rather than operating as a single-advisor shop.

To learn more about the advisors currently working at MKX Capital, 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
Mark Matsumura	Kaneohe, HI	20

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