MKT Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.
MKT Advisors reports 383 clients. They include 237 individual clients, 137 high-net-worth individuals and 9 charitable organizations. Of its assets, 97.3% ($451M across 965 accounts) are managed with discretion; $12.3M across 26 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 17% |
| High-net-worth individuals | 36% | 77% |
| Charitable organizations | 2% | 5% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 237 | $80.4M | 17.3% | $339K |
| High-net-worth individuals | 137 | $355M | 76.7% | $2.59M |
| Charitable organizations | 9 | $24M | 5.2% | $2.66M |
| Corporations and other businesses | Fewer than 5 | $3.87M | 0.8% | — |
| Total | 383 | $464M | 100% | — |
- Clients
- 237
- Regulatory AUM
- $80.4M
- AUM share
- 17.3%
- Avg. per client
- $339K
- Clients
- 137
- Regulatory AUM
- $355M
- AUM share
- 76.7%
- Avg. per client
- $2.59M
- Clients
- 9
- Regulatory AUM
- $24M
- AUM share
- 5.2%
- Avg. per client
- $2.66M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.87M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 383
- Regulatory AUM
- $464M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MKT Advisors charges 0.35%–1.00% a year for its Fees for Advisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Taylor Jobe owns 75% or more of MKT Advisors. The leadership team of MKT Advisors includes Chief Compliance Officer Taylor Jobe. It has 6 employees, 4 of them in advisory roles.
Leadership
- Taylor JobeManaging Member / Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of MKT Advisors LLC
Taylor Jobe
Control person · since January 2022
MKT Advisors’ regulatory assets grew from $316M (April 2021) to $464M (August 2026); clients rose from 358 to 383 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $464M | 383 | 6 | 2 |
| March 2025 | $423M | 386 | 5 | 2 |
| April 2024 | $382M | 384 | 4 | 2 |
| February 2023 | $354M | 380 | 4 | 2 |
| January 2022 | $362M | 350 | 4 | 2 |
| April 2021 | $316M | 358 | 3 | 2 |
Besides its headquarters, MKT Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 2888 Loker Ave, Suite 103, CarlsbadHQ
- 10 E Yanonali, Santa Barbara
Contact and registration details
- Legal name
- MKT Advisors LLC
- Headquarters
- 2888 Loker Ave, Suite 103, Carlsbad, CA 92010
- Website
- mktadvisorsllc.com
- Phone
- 760-658-8780
- @mkt-advisors-llc
- SEC file
- 801-76469
- Founded
- 2012
- Structure
- California LLC
- Fiscal year end
- December
MKT Advisors uses Charles Schwab ($464M) as custodian for its separately managed accounts. MKT Advisors has custody of $145M in client assets for 163 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $464M100%
At year end, MKT Advisors’ separately managed accounts were mostly in stocks (64%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $322M across 155 positions; the largest are State Str SPDR S&P 500 ETF T (10.8%), Vanguard Index Fds (8.0%) and iShares TR (7.1%).
What the accounts hold
- Stocks64%
- Funds21%
- Bonds7%
- Cash6%
- Other2%
- Variable annuities2%
Reported 13F holdings
- $322M
- Reported 13F value
- 155
- Positions
- 63.0%
- In the 10 largest
- +7.9%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit10.8%
- Vanguard Index Fds · S&P 500 ETF Shs8.0%
- iShares TR · Trs Flt RT BD7.1%
- SPDR Series Trust · ST Str P500etf6.1%
- iShares TR · Ibonds 27 Trm TS5.8%
- iShares TR · Ibonds 28 Trm TS5.8%
- iShares TR · Ibonds 26 Trm TS5.7%
- State Str SPDR Dow Jones Ind · UT Ser 15.0%
- iShares TR · Ibonds 29 Trm TS4.4%
- iShares TR · Ibond Dec 20304.3%
Together, the ten largest are 63.0% of reported value.
How many clients does MKT Advisors have?
MKT Advisors has 383 clients and manages $464 million for them, as of August 2026. They include 237 individual clients, 137 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does MKT Advisors offer?
MKT Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does MKT Advisors charge?
MKT Advisors charges 0.35%–1.00% a year for its Fees for Advisory Services. The fee is billed in advance and is negotiable.
Source: MKT ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 17 August 2026
Which custodians does MKT Advisors use?
MKT Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), 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 17 August 2026
How many financial advisors does MKT Advisors have?
MKT Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MKT Advisors invest in?
At the end of its last fiscal year, MKT Advisors’ separately managed accounts held 64% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 6% cash and equivalents and 2% other. The 2% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MKT Advisors?
MKT Advisors’ direct owner is Taylor Jobe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does MKT Advisors get paid?
MKT Advisors is paid through a percentage of assets under management. 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
How do I contact MKT Advisors?
MKT Advisors’ main office is at 2888 Loker Ave, Suite 103, Carlsbad, CA 92010. Its phone number is 760-658-8780. Its website is mktadvisorsllc.com.