{"url":"https://nivawealth.com/firms/mkd-wealth-coaches-144994","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/144994","regulatoryAum":505702322,"crd":"144994","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6219663","suffix":null,"lastName":"Beardslee","firstName":"Cassandra","middleName":null},{"crd":"4518569","suffix":null,"lastName":"BOHANNON","firstName":"NATHAN","middleName":"MARK"},{"crd":"1413703","suffix":null,"lastName":"DANKOVICH","firstName":"JOHN","middleName":"MICHAEL"},{"crd":"7505143","suffix":null,"lastName":"Devine","firstName":"John","middleName":null},{"crd":"4531242","suffix":null,"lastName":"MACKEY","firstName":"JOSEPH","middleName":"EDGAR"},{"crd":"6413613","suffix":null,"lastName":"Osentoski","firstName":"KATHERINE","middleName":"ANNA"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":303411427,"clients":220,"employees":11,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":349642834,"clients":230,"employees":12,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":309390268,"clients":247,"employees":13,"offices":2},{"filedOn":"2024-05-15","regulatoryAum":359762395,"clients":253,"employees":12,"offices":2},{"filedOn":"2025-07-15","regulatoryAum":425824419,"clients":240,"employees":13,"offices":2},{"filedOn":"2026-09-03","regulatoryAum":505702322,"clients":237,"employees":13,"offices":2}],"secFileNumber":"801-68330","legalName":"MKD Wealth Coaches, LLC","displayName":"MKD Wealth Coaches","slug":"mkd-wealth-coaches-144994","website":"https://mkdwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/mkd-wealth/","founded":"2006","organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1301 W. 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They include 121 high-net-worth individuals and 116 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MKD Wealth Coaches offer?","answer":"MKD Wealth Coaches provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, family office services, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MKD Wealth Coaches charge?","answer":"MKD Wealth Coaches charges up to 1.75% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"MKD FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MKD Wealth Coaches use?","answer":"MKD Wealth Coaches’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $464M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MKD Wealth Coaches have?","answer":"MKD Wealth Coaches has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MKD Wealth Coaches invest in?","answer":"At the end of its last fiscal year, MKD Wealth Coaches’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 9% exchange-traded equities, 7% state and local bonds, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Private Placements.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MKD Wealth Coaches?","answer":"MKD Wealth Coaches’ direct owners are Joseph Mackey (50% to 75%) and Nathan Bohannon (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MKD Wealth Coaches get paid?","answer":"MKD Wealth Coaches is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MKD Wealth Coaches?","answer":"MKD Wealth Coaches’ main office is at 1301 W. Long Lake Road, Suite 210, Troy, MI 48098. Its phone number is 248-418-5100. Its website is mkdwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/mkd-wealth-coaches-144994/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1536549/000175496026000500/0001754960-26-000500-index.html","totalValue":117043857,"positionCount":31,"top10Share":0.9362734261226542,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":65021309,"shares":86824,"shareType":"SH","priorValue":55486953,"priorShares":84945},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":19727738,"shares":255839,"shareType":"SH","priorValue":16799103,"priorShares":248765},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}