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| MKT Advisors LLC
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|---|---|
| CRD # | 163833 |
| SEC # | 801-76469 |
| CIK # | 0001906802 |
| AUM | 463.7 M (2026-05-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 760-658-8780 |
| Address | 2888 Loker Ave Carlsbad, CA 92010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001906802 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 5.9 | ||
| Apple Inc | 4.2 | ||
| Microsoft Corp | 3.0 | ||
| Alphabet Inc | 2.4 | ||
| Broadcom Inc | 2.1 | ||
| Amgen Inc | 2.1 | ||
| Sempra Energy | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 1.6 | ||
| Costco Wholesale Corp /NEW | 1.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 80.4 |
| (b) Individuals (high net worth individuals) | 137 | 355.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 24.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 463.7 |
| By Discretionary | ||
| Discretionary | 965 | 451.4 |
| Non-Discretionary | 26 | 12.3 |
| Total | 991 | 463.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.7 | |
| Total | 991 | 463.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001906802] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
John F Suby Wealth Management LLC
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Independence Financial Advisors LLC
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NH | 463.8 M |
|
Monarch Wealth Strategies
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Miller Financial Services LLC
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Plum Street Advisors LLC
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462.8 M |