Mkt Capital LLC

Mkt Capital LLC (CRD# 163762) is a financial advisory firm headquartered in San Diego, CA. They manage $19,000,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $904,762
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mkt Capital LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sumir Kaytee
CRD#: 6062012
7812 Chadamy Way, San Diego, CA 92130
90
Wealthminder
score

Sumir Kaytee (CRD# 6062012) is an Investment Advisor Representative working at Mkt Capital LLC in San Diego, CA and has over 5 years of experience in the finance industry.

2
Anand Mahendra
CRD#: 6062026
7812 Chadamy Way, San Diego, CA 92130
90
Wealthminder
score

Anand Mahendra (CRD# 6062026) is an Investment Advisor Representative working at Mkt Capital LLC in San Diego, CA and has over 5 years of experience in the finance industry.

3
Brian J. Tom
CRD#: 6062039
7812 Chadamy Way, San Diego, CA 92130
90
Wealthminder
score

Brian Tom (CRD# 6062039) is an Investment Advisor Representative working at Mkt Capital LLC in San Diego, CA and has over 5 years of experience in the finance industry.

4
Austin Langley
CRD#: 6529544
7812 Chadamy Way, San Diego, CA 92130
89
Wealthminder
score

Austin Langley (CRD# 6529544) is an Investment Advisor Representative working at Mkt Capital LLC in San Diego, CA and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.