Mordkovich Capital, LLC

Overview

Mordkovich Capital, LLC is an independently owned limited liability company that acts as an independent registered investment adviser serving individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees; the firm also reports the ability to charge performance-based fees. The available profile lists the adviser as a single-owner, not a multi-state or ESG-focused adviser, and it does not present itself as a capital allocator, pension consultant, or a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives