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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2000
- Office Locations
- 1
Office Locations
About MKG Capital Management, LLC
MKG Capital Management is an independent California-registered RIA (since 1999) providing asset management and financial advice for families and individuals. The firm builds disciplined, long-term allocations across equities, fixed income and select alternatives (including private equity/venture capital), guided by a Benjamin Graham/Warren Buffett, capital-preservation mindset. Known for selecting and monitoring outside managers and negotiating to reduce hidden costs; custodies with Raymond James and often implements portfolios via ETFs.
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Owner & Executives
MAITRI K. J. GOONEWARDENA
Advisor, Manager, Portfolio Manager
- CRD
- #4998833
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,028,402 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,028,402 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,819,846
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,573,807 | 22.7% |
| Cash | $1,092,033,716 | 39.5% |
| Public Funds | $323,463,151 | 11.7% |
| U.S. Government/Agency | $721,571,646 | 26.1% |
| Total | $2,764,642,320 | 100.0% |