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Mkt Advisors LLC

● SEC registered since 2012CRD 163833SEC# 801-76469Carlsbad, CA
Export (members)
Reg. AUM
$463.7M
Employees
6
Accounts
991
Location
Carlsbad, CA

Mkt Advisors LLC assets under management

Mkt Advisors LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2012. It reports $463.7 million in regulatory assets under management and employs 6 people.

Mkt Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Taylor Carl Jobe ControlManaging Member / Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Mkt Advisors LLC manage?

Mkt Advisors LLC reports $463.7 million in regulatory assets under management on its Form ADV.

How many employees does Mkt Advisors LLC have?

Mkt Advisors LLC reports 6 employees.

Where is Mkt Advisors LLC located?

Mkt Advisors LLC is based in Carlsbad, CA and has been SEC-registered since 2012.

Does Mkt Advisors LLC disclose fund performance?

Mkt Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2888 Loker Ave, Suite 103, Carlsbad, CA 92010
Phone(760) 658-8780
Fax(916) 459-1792
Office hours7:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1906802
Discloses disciplinary historyNo

Regulatory AUM

$463.7M▲ 10%
Mar '25 — $422.6MApr '25 — $422.6MMay '25 — $422.6MJun '25 — $422.6MJul '25 — $422.6MAug '25 — $422.6MSep '25 — $422.6MOct '25 — $422.6MNov '25 — $422.6MDec '25 — $422.6MJan '26 — $422.6MFeb '26 — $463.7MMar '26 — $463.7MApr '26 — $463.7MMay '26 — $463.7MJun '26 — $463.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$463.7Mregulatory AUM
Discretionary $451.4MNon-discretionary $12.3M