$463.7M Total AUM
$451.4M Disc. AUM
8.7% 3Y CAGR
6 Employees
383 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Glacier ember
- Established Date
- 04-19-2012
- Office Locations
- 3
Office Locations
10 E Yanonali Street Santa Barbara CA
2888 Loker AVE Suite 103 Carlsbad CA
-- Belmont MA
About MKT Advisors LLC
MKT Advisors LLC is a Carlsbad, CA RIA serving retail and institutional clients with financial planning, portfolio construction, and insurance/annuity solutions. Portfolios skew heavily to ETFs (the majority of reported SMA assets), alongside mutual funds and U.S. government/agency exposure. Custody includes Charles Schwab & Co. Led by managing member and CCO Taylor Jobe.
Team overview
43 AVG AGE
$115.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Bridge Radial
Client Personas
Wave
Custodian
Meridian Peak Radial oak Beacon
Investment Themes
Harbor Quantum ridge
Investment Vehicles
Signal alpha
Platform
Element crest
Services
Catalyst harbor Delta Eagle fusion Element Oak delta Optima
Technology
Summit pioneer
Owner & Executives
T
TAYLOR CARL JOBE
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6555891
- Ownership
- 75% or more
(734) 926-1896
fusion.beacon@focuscapital.com
in linkedin.com/in/unison-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
B
Basem Samir Darwich
--
- CRD
- #8159603
(565) 476-7316
radial.zenith@radialcapital.com
in linkedin.com/in/value-pathway
C
CORINNE DEGIORGIO FOND
Financial Advisor
- CRD
- #4379284
(548) 974-2674
ember.vertex@momentumcapital.com
in linkedin.com/in/harbor-bridge
C
Capital insight
Pathway oak peak
- CRD
- #42256
(718) 468-3495
signal.glacier@eaglecapital.com
in linkedin.com/in/oak-alpha
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,400,072 | $467,772 |
| Non-Discretionary | $12,345,827 | $474,840 |
| Total | $463,745,899 | $467,958 |
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Separately Managed Accounts
Total SMA Asset: $463,745,899
Equity - Exchange:
10.3% Public Funds:
27.5% U.S. Government/Agency:
24.8% Cash:
27.2% Other:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $801,168,388 | 10.3% |
| Public Funds | $2,139,041,814 | 27.5% |
| U.S. Government/Agency | $1,929,026,799 | 24.8% |
| Cash | $2,115,706,812 | 27.2% |
| Other | $793,390,055 | 10.2% |
| Total | $7,778,333,868 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK TIMBER EMBER | VECTOR CATALYST | 5DU5W9MQ9 | PXS | 11.67% | $85,663,027 |
| VERTEX VECTOR FRONTIER | TIMBER ATLAS | 5ISSBWHSY | WQDW | 5.07% | $100,023,024 |
| INSIGHT ZENITH LEGACY | MATRIX INSIGHT | 8C1OMVQ4G | DOV | 3.71% | $51,780,232 |
| VALUE CATALYST | MERIDIAN CAPITAL | 1KQ2HIN6V | UCQE | 5.33% | $115,433,809 |
| GLACIER PIONEER RADIAL | DELTA DELTA | NDU3EPIFM | DUYYA | 3.34% | $67,770,876 |
| DELTA FOCUS | FUSION ALPHA | OVDSJLIIO | KBBO | 12.56% | $1,629,668 |
| FOCUS GLACIER VERTEX | MOMENTUM FUSION | ETL3DWWR3 | BAOWF | 4.80% | $10,084,492 |
| VECTOR MATRIX | VALUE LEGACY | RIVPXS1KU | VZMRL | 11.45% | $66,823,282 |