$28.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
22 yrs Firm Age
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- Custodian
- SSG
- Clients
- Retail and Institutional
- Platforms
- Quantum vital
- Established Date
- 09-19-2003
- Office Locations
- 1
Office Locations
-- Pasadena CA
About MK Capital Group
MK Capital Group is a Pasadena, CA Registered Investment Advisor formed in 2003, serving individuals and families as well as pension plans, nonprofits, and corporations. The firm emphasizes customized financial planning with disciplined portfolio management, manager selection, and ongoing research and supervision. Based on its reported SMA mix, portfolios are primarily ETF-driven, and the firm is associated with the Envestnet platform.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Fusion Focus
Client Personas
Signal
Custodian
Momentum
Investment Themes
Momentum Wave
Investment Vehicles
Meridian Focus quantum
Platform
Optima summit
Services
Matrix Capital eagle Value legacy Prime insight
Technology
Peak capital
Owner & Executives
M
MARA KATHLEEN KONRAD
Owner
- CRD
- #2539544
- Ownership
- 75% or more
(840) 870-3781
zenith.summit@capitalcapital.com
in linkedin.com/in/beacon-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,787,342 | -- |
| Total | $28,787,342 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,787,342
Equity - Exchange:
24.9% Corporate - Investment Grade:
27.7% U.S. Government/Agency:
9.8% Municipal Bonds:
9.2% Cash:
18.0% Other:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,839,571,851 | 24.9% |
| Corporate - Investment Grade | $2,046,431,336 | 27.7% |
| U.S. Government/Agency | $724,008,198 | 9.8% |
| Municipal Bonds | $679,681,166 | 9.2% |
| Cash | $1,329,810,976 | 18.0% |
| Other | $768,335,231 | 10.4% |
| Total | $7,387,838,758 | 100.0% |