Mkt Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated February 6, 2026, reports $464M in regulatory assets under management, 6 employees, 1 office, and 991 accounts.
Assets Under Management
$464M
Employees
6
Offices
1 office
Total Clients
383
Primary office
CARLSBAD, CA
2888 LOKER AVE, SUITE 103, CARLSBAD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.9% of total clients.
Top client categories% of clientsClients
1
Individuals
61.9%
237
2
HNWI
35.8%
137
3
Charitable
2.3%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$464Mas of February 6, 2026
Discretionary97.3%
$451M
97% of total RAUM97.3%
Non-discretionary2.7%
$12M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$464M
Total Accounts991
10Y AUM Change+$216M (+87.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.