Mordkovich Capital, LLC

Overview

Mordkovich Capital, LLC is a small, independent registered investment adviser that focuses on individualized financial planning and discretionary portfolio management for individuals and families. The firm shows a clear equity preference, allocating a large portion of client capital to exchange-traded equities and ETFs. Its advisory model blends fee-for-service relationships (percentage of AUM, hourly and fixed fees) with the capability to assess performance-based arrangements where appropriate. Investment activity appears concentrated and execution-driven: custody at Interactive Brokers suggests active trading capability and access to a broad ETF and equity universe. The firm does not position itself as an ESG specialist and is neither a multi-state adviser nor a pension consultant; its business is built around hands-on portfolio management for a limited client base rather than institutional scale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices