MKG Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 136286
- Website
- www.mkgcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI90.41%
- Pooled Investment Vehicles9.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
MKG Capital Management, LLC is a small, independent registered investment adviser that emphasizes equity-centered portfolio management and acts as a capital allocator for both high‑net‑worth individuals and institutional clients. The firm provides financial planning alongside discretionary portfolio management for individuals, small businesses and pooled investment vehicles, and it also performs adviser selection for outside managers. Its business line includes activity as an "other financial product" salesperson, and the firm offers multiple fee arrangements—percentage of AUM, hourly, fixed and performance-based fees—allowing fee flexibility for different client relationships and for hedge‑style arrangements. The firm’s investment tilt is toward public equities: the ADV shows a clear preference for exchange‑traded equities as the dominant holding type. That equity bias is paired with private fund activity; MKG advises a small hedge fund and uses mutual funds for additional exposures. MKG is not designated as an active ESG investor and operates with a compact, regional footprint rather than a wide multi‑state platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds9%
- US Government Bonds5%
Contacts
1 of 1
Maitri Goonewardena
SolicitorCRD 4998833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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