MKG Capital Management, LLC

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$1M
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
136286
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 9%, US Government Bonds 5%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds9%
  • US Government Bonds5%

Contacts

1 of 1
  • Maitri Goonewardena

    Maitri Goonewardena

    SolicitorCRD 4998833

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth