Mark Kavolius, financial advisor Los Angeles CA

Mark Kavolius

CRD Number: 2365132
Current Firm: Ducenta Squared Asset Management

Mark Kavolius (CRD# 2365132) is an Investment Advisor Representative working at Ducenta Squared Asset Management in Los Angeles, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
R Squared Bm Llc, D/b/a Ducenta Squared Asset Management Los Angeles, CA Jul 2020 - Current 3
Tortoise Credit Strategies, LLC Leawood, KS Jun 2016 - Jul 2020 4
Bradford & Marzec LLC Los Angeles, CA Sep 2010 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Mark S. Kavolius
Phone Number: (213) 687-9170
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    2,967
    MILLIONS
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $6,005,687
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, CA, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, PR, SC, TX, VA, VI

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