MKT ADVISORS LLC
CRD #163833 SEC #801-76469 ESCONDIDO, CA (760) 658-8780
SEC Registered
Total AUM
$422.6M
Discretionary
$407.2M
Employees
7
Clients
0
Accounts
961
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $422.6M | $407.2M | $15.3M | 7 | 0 |
| Nov 2025 | $422.6M | $407.2M | $15.3M | 7 | 0 |
| Sep 2025 | $422.6M | $407.2M | $15.3M | 5 | 0 |
| Aug 2025 | $422.6M | $407.2M | $15.3M | 5 | 0 |
| Mar 2025 | $422.6M | $407.2M | $15.3M | 5 | 0 |
| Dec 2024 | $381.5M | $363.7M | $17.8M | 4 | 0 |
| Dec 2024 | $381.5M | $363.7M | $17.8M | 4 | 0 |
| Apr 2024 | $381.5M | $363.7M | $17.8M | 4 | 0 |
| Apr 2024 | $381.5M | $363.7M | $17.8M | 4 | 0 |
| Feb 2024 | $381.5M | $363.7M | $17.8M | 4 | 0 |
| Feb 2023 | $354M | $312.9M | $41.1M | 4 | 0 |
| Dec 2022 | $362M | $315M | $47M | 4 | 0 |
| Nov 2022 | $362M | $315M | $47M | 4 | 0 |
| Jan 2022 | $362M | $315M | $47M | 4 | 0 |
| Jan 2022 | $362M | $315M | $47M | 4 | 0 |
| Jan 2022 | $362M | $315M | $47M | 4 | 0 |
| Apr 2021 | $315.8M | $277.2M | $38.5M | 3 | 0 |
| Mar 2021 | $315.8M | $277.2M | $38.5M | 3 | 0 |
| Oct 2020 | $308.6M | $264.5M | $44.1M | 3 | 0 |
| Jun 2020 | $308.6M | $264.5M | $44.1M | 3 | 0 |
| Mar 2020 | $308.6M | $264.5M | $44.1M | 3 | 0 |
| Jan 2020 | $276.6M | $231.3M | $45.2M | 3 | 0 |
| Jul 2019 | $276.6M | $231.3M | $45.2M | 3 | 0 |
| Jun 2019 | $276.6M | $231.3M | $45.2M | 3 | 0 |
| Jun 2019 | $276.6M | $231.3M | $45.2M | 3 | 0 |
| Mar 2019 | $276.6M | $231.3M | $45.2M | 4 | 0 |
| Apr 2018 | $267.9M | $226.1M | $41.8M | 4 | 0 |
| Mar 2018 | $267.9M | $226.1M | $41.8M | 4 | 0 |
| Mar 2017 | $247.5M | $198.7M | $48.8M | 4 | 300 |
| Mar 2016 | $204.4M | $118.5M | $85.9M | 4 | 300 |
| Mar 2016 | $204.4M | $118.5M | $85.9M | 4 | 600 |
| Mar 2015 | $226.8M | $109.4M | $117.4M | 3 | 400 |
| Dec 2014 | $219.2M | $112.3M | $106.9M | 3 | 300 |
| Mar 2014 | $219.2M | $112.3M | $106.9M | 3 | 300 |
| Mar 2014 | $219.2M | $112.3M | $106.9M | 3 | 300 |
| Mar 2013 | $211M | $90M | $121M | 3 | 200 |
| Nov 2012 | $176M | $55M | $121M | 3 | 0 |
| Aug 2012 | $176M | $55M | $121M | -- | 0 |
| Aug 2012 | $176M | $55M | $121M | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$422.6M
Discretionary$407.2M
Non-Disc.$15.3M
Employees7
Clients0
DateNov 2025
Total AUM$422.6M
Discretionary$407.2M
Non-Disc.$15.3M
Employees7
Clients0
DateSep 2025
Total AUM$422.6M
Discretionary$407.2M
Non-Disc.$15.3M
Employees5
Clients0
DateAug 2025
Total AUM$422.6M
Discretionary$407.2M
Non-Disc.$15.3M
Employees5
Clients0
DateMar 2025
Total AUM$422.6M
Discretionary$407.2M
Non-Disc.$15.3M
Employees5
Clients0
DateDec 2024
Total AUM$381.5M
Discretionary$363.7M
Non-Disc.$17.8M
Employees4
Clients0
DateDec 2024
Total AUM$381.5M
Discretionary$363.7M
Non-Disc.$17.8M
Employees4
Clients0
DateApr 2024
Total AUM$381.5M
Discretionary$363.7M
Non-Disc.$17.8M
Employees4
Clients0
DateApr 2024
Total AUM$381.5M
Discretionary$363.7M
Non-Disc.$17.8M
Employees4
Clients0
DateFeb 2024
Total AUM$381.5M
Discretionary$363.7M
Non-Disc.$17.8M
Employees4
Clients0
DateFeb 2023
Total AUM$354M
Discretionary$312.9M
Non-Disc.$41.1M
Employees4
Clients0
DateDec 2022
Total AUM$362M
Discretionary$315M
Non-Disc.$47M
Employees4
Clients0
DateNov 2022
Total AUM$362M
Discretionary$315M
Non-Disc.$47M
Employees4
Clients0
DateJan 2022
Total AUM$362M
Discretionary$315M
Non-Disc.$47M
Employees4
Clients0
DateJan 2022
Total AUM$362M
Discretionary$315M
Non-Disc.$47M
Employees4
Clients0
DateJan 2022
Total AUM$362M
Discretionary$315M
Non-Disc.$47M
Employees4
Clients0
DateApr 2021
Total AUM$315.8M
Discretionary$277.2M
Non-Disc.$38.5M
Employees3
Clients0
DateMar 2021
Total AUM$315.8M
Discretionary$277.2M
Non-Disc.$38.5M
Employees3
Clients0
DateOct 2020
Total AUM$308.6M
Discretionary$264.5M
Non-Disc.$44.1M
Employees3
Clients0
DateJun 2020
Total AUM$308.6M
Discretionary$264.5M
Non-Disc.$44.1M
Employees3
Clients0
DateMar 2020
Total AUM$308.6M
Discretionary$264.5M
Non-Disc.$44.1M
Employees3
Clients0
DateJan 2020
Total AUM$276.6M
Discretionary$231.3M
Non-Disc.$45.2M
Employees3
Clients0
DateJul 2019
Total AUM$276.6M
Discretionary$231.3M
Non-Disc.$45.2M
Employees3
Clients0
DateJun 2019
Total AUM$276.6M
Discretionary$231.3M
Non-Disc.$45.2M
Employees3
Clients0
DateJun 2019
Total AUM$276.6M
Discretionary$231.3M
Non-Disc.$45.2M
Employees3
Clients0
DateMar 2019
Total AUM$276.6M
Discretionary$231.3M
Non-Disc.$45.2M
Employees4
Clients0
DateApr 2018
Total AUM$267.9M
Discretionary$226.1M
Non-Disc.$41.8M
Employees4
Clients0
DateMar 2018
Total AUM$267.9M
Discretionary$226.1M
Non-Disc.$41.8M
Employees4
Clients0
DateMar 2017
Total AUM$247.5M
Discretionary$198.7M
Non-Disc.$48.8M
Employees4
Clients300
DateMar 2016
Total AUM$204.4M
Discretionary$118.5M
Non-Disc.$85.9M
Employees4
Clients300
DateMar 2016
Total AUM$204.4M
Discretionary$118.5M
Non-Disc.$85.9M
Employees4
Clients600
DateMar 2015
Total AUM$226.8M
Discretionary$109.4M
Non-Disc.$117.4M
Employees3
Clients400
DateDec 2014
Total AUM$219.2M
Discretionary$112.3M
Non-Disc.$106.9M
Employees3
Clients300
DateMar 2014
Total AUM$219.2M
Discretionary$112.3M
Non-Disc.$106.9M
Employees3
Clients300
DateMar 2014
Total AUM$219.2M
Discretionary$112.3M
Non-Disc.$106.9M
Employees3
Clients300
DateMar 2013
Total AUM$211M
Discretionary$90M
Non-Disc.$121M
Employees3
Clients200
DateNov 2012
Total AUM$176M
Discretionary$55M
Non-Disc.$121M
Employees3
Clients0
DateAug 2012
Total AUM$176M
Discretionary$55M
Non-Disc.$121M
Employees--
Clients0
DateAug 2012
Total AUM$176M
Discretionary$55M
Non-Disc.$121M
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0