MKT ADVISORS LLC
Adviser information for MKT ADVISORS LLC last updated from Form ADV on February 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 869 | $363.7M |
| Non-Discretionary | 46 | $17.8M |
| Total | 915 | $381.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 263 | $85.8M |
| HNW Individuals | 111 | $272.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 10 | $20.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $3.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
900 CANTERBURY PLACESUITE 340
ESCONDIDO
CA
United States
Monday - Friday, 7:00 AM - 4:00 PM
Tel: (760) 658-8780, Fax: (760) 658-8785
Chief Compliance Officer
TAYLOR C. JOBE
MANAGING PARTNER
900 CANTERBURY PLACE
SUITE 340
ESCONDIDO
CA
United States
Tel:
(760) 658-8780
Fax:
(760) 658-8785
T*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JOBE, TAYLOR, CARL | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 01/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 543K | 3K | – |
| ADOBE INC | COM | 226K | 399 | – |
| ALPHABET INC | CAP STK CL C | 751K | 4K | – |
| ALPHABET INC | CAP STK CL A | 1M | 7K | – |
| ALPS ETF TR | SECTR DIV DOGS | 233K | 4K | – |
| AMAZON COM INC | COM | 2M | 9K | – |
| AMERICAN ELEC PWR CO INC | COM | 737K | 8K | – |
| AMGEN INC | COM | 2M | 6K | – |
| APPLE INC | COM | 3M | 13K | – |
| AT&T INC | COM | 198K | 11K | – |
| AUTOZONE INC | COM | 623K | 221 | – |
| BANK AMERICA CORP | COM | 339K | 8K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 4K | – |
| BLACKROCK ETF TRUST | US EQT FACTOR | 973K | 20K | – |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 234K | 4K | – |
| BLACKROCK MUNI INCOME TR II | COM | 181K | 17K | – |
| BLACKSTONE INC | COM | 396K | 3K | – |
| BOEING CO | COM | 710K | 4K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 297K | 7K | – |
| BROADCOM INC | COM | 926K | 534 | – |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 534K | 47K | – |
| CATERPILLAR INC | COM | 222K | 681 | – |
| CHEVRON CORP NEW | COM | 562K | 4K | – |
| CME GROUP INC | COM | 313K | 2K | – |
| COCA COLA CO | COM | 285K | 5K | – |
| COLUMBIA ETF TR II | EM CORE EX ETF | 246K | 7K | – |
| COSTCO WHSL CORP NEW | COM | 2M | 2K | – |
| CVS HEALTH CORP | COM | 303K | 5K | – |
| DOMINION ENERGY INC | COM | 267K | 5K | – |
| DUKE ENERGY CORP NEW | COM NEW | 355K | 4K | – |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 355K | 3K | – |
| EATON VANCE CALIF MUN BD FD | COM | 116K | 12K | – |
| EATON VANCE TAX-MANAGED GLOB | COM | 283K | 33K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 305K | 10K | – |
| EXXON MOBIL CORP | COM | 571K | 5K | – |
| FEDEX CORP | COM | 616K | 2K | – |
| FLEXSHARES TR | QUALT DIVD IDX | 202K | 3K | – |
| HENRY SCHEIN INC | COM | 254K | 4K | – |
| HOME DEPOT INC | COM | 340K | 1K | – |
| INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 49K | 14K | – |
| INTEL CORP | COM | 355K | 10K | – |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 187K | 16K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 610K | 4K | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 3K | – |
| ISHARES TR | MSCI EAFE ETF | 410K | 5K | – |
| ISHARES TR | U.S. TECH ETF | 1M | 8K | – |
| ISHARES TR | S&P MC 400VL ETF | 291K | 3K | – |
| ISHARES TR | S&P MC 400GR ETF | 348K | 4K | – |
| ISHARES TR | S&P 500 VAL ETF | 818K | 5K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | – |
| ISHARES TR | S&P 500 GRWT ETF | 1M | 12K | – |
| ISHARES TR | RUS 1000 GRW ETF | 235K | 621 | – |
| ISHARES TR | SELECT DIVID ETF | 1M | 9K | – |
| ISHARES TR | TIPS BD ETF | 271K | 3K | – |
| ISHARES TR | MSCI USA MIN VOL | 379K | 5K | – |
| ISHARES TR | CORE 1 5 YR USD | 1M | 26K | – |
| ISHARES TR | MSCI USA QLT FCT | 2M | 10K | – |
| ISHARES TR | TRS FLT RT BD | 4M | 88K | – |
| ISHARES TR | US INFRASTRUC | 201K | 5K | – |
| ISHARES TR | IBONDS DEC25 ETF | 354K | 14K | – |
| ISHARES TR | IBONDS DEC24 ETF | 336K | 13K | – |
| ISHARES TR | IBONDS DEC2026 | 355K | 15K | – |
| ISHARES TR | ESG AWR MSCI USA | 823K | 7K | – |
| ISHARES TR | IBONDS 27 ETF | 354K | 15K | – |
| ISHARES TR | IBDS DEC28 ETF | 271K | 11K | – |
| ISHARES TR | ESG MSCI LEADR | 312K | 3K | – |
| ISHARES TR | IBONDS 26 TRM TS | 8M | 360K | – |
| ISHARES TR | IBONDS 25 TRM TS | 8M | 353K | – |
| ISHARES TR | IBONDS 24 TRM TS | 8M | 332K | – |
| ISHARES TR | IBONDS 27 TRM TS | 7M | 338K | – |
| ISHARES TR | IBONDS 28 TRM TS | 7M | 339K | – |
| ISHARES TR | EAFE VALUE ETF | 245K | 5K | – |
| ISHARES TR | MBS ETF | 604K | 7K | – |
| ISHARES TR | PFD AND INCM SEC | 417K | 13K | – |
| JEFFERIES FINL GROUP INC | COM | 272K | 5K | – |
| JOHNSON & JOHNSON | COM | 391K | 3K | – |
| JPMORGAN CHASE & CO. | COM | 573K | 3K | – |
| MCDONALDS CORP | COM | 974K | 4K | – |
| MCKESSON CORP | COM | 391K | 666 | – |
| MERCK & CO INC | COM | 720K | 6K | – |
| META PLATFORMS INC | CL A | 373K | 704 | – |
| MICROSOFT CORP | COM | 4M | 9K | – |
| MKS INSTRS INC | COM | 815K | 6K | – |
| NETFLIX INC | COM | 212K | 309 | – |
| NEXTERA ENERGY INC | COM | 496K | 7K | – |
| NUVEEN AMT FREE MUN CR INC F | COM | 209K | 17K | – |
| NUVEEN CA QUALTY MUN INCOME | COM | 268K | 23K | – |
| NUVEEN CALIFORNIA AMT QLT MU | COM | 914K | 72K | – |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 141K | 11K | – |
| NUVEEN PFD & INCOME OPPORTUN | COM | 121K | 16K | – |
| NVIDIA CORPORATION | COM | 1M | 9K | – |
| ONEOK INC NEW | COM | 519K | 6K | – |
| PEPSICO INC | COM | 280K | 2K | – |
| PFIZER INC | COM | 560K | 20K | – |
| PHILIP MORRIS INTL INC | COM | 301K | 3K | – |
| PPL CORP | COM | 510K | 19K | – |
| PROCTER AND GAMBLE CO | COM | 681K | 4K | – |
| PROSHARES TR | PSHS ULT S&P 500 | 275K | 3K | – |
| QUALCOMM INC | COM | 2M | 8K | – |
| RIO TINTO PLC | SPONSORED ADR | 245K | 4K | – |
| RTX CORPORATION | COM | 354K | 3K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 221K | 3K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 514K | 6K | – |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 214K | 3K | – |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 233K | 3K | – |
| SELECT SECTOR SPDR TR | ENERGY | 245K | 3K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 914K | 22K | – |
| SELECT SECTOR SPDR TR | INDL | 638K | 5K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 3M | 14K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 568K | 7K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 785K | 5K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 1M | 6K | – |
| SEMPRA | COM | 2M | 21K | – |
| SHELL PLC | SPON ADS | 210K | 3K | – |
| SIERRA BANCORP | COM | 273K | 12K | – |
| SLR INVESTMENT CORP | COM | 162K | 10K | – |
| SOUTHERN CO | COM | 367K | 5K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 14M | 37K | – |
| SPDR GOLD TR | GOLD SHS | 417K | 2K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 32M | 58K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 597K | 12K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 1M | 12K | – |
| SPDR SER TR | S&P DIVID ETF | 778K | 6K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 3M | 51K | – |
| SPDR SER TR | PORTFOLIO SH TSR | 795K | 28K | – |
| SPDR SER TR | BLOOMBERG 1 10 Y | 190K | 10K | – |
| SPROTT PHYSICAL GOLD TR | UNIT | 583K | 32K | – |
| STARBUCKS CORP | COM | 550K | 8K | – |
| SYSCO CORP | COM | 356K | 5K | – |
| TARGET CORP | COM | 480K | 3K | – |
| TRAVELERS COMPANIES INC | COM | 296K | 1K | – |
| UNITED PARCEL SERVICE INC | CL B | 440K | 3K | – |
| UNITIL CORP | COM | 215K | 4K | – |
| VANECK ETF TRUST | BDC INCOME ETF | 187K | 11K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 223K | 3K | – |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 334K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 692K | 2K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 300K | 1K | – |
| VANGUARD INDEX FDS | VALUE ETF | 407K | 3K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 20M | 39K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 353K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 300K | 1K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 368K | 4K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 12K | – |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 290K | 6K | – |
| VANGUARD WORLD FD | HEALTH CAR ETF | 203K | 767 | – |
| VERIZON COMMUNICATIONS INC | COM | 565K | 14K | – |
| VISA INC | COM CL A | 475K | 2K | – |
| WALMART INC | COM | 560K | 8K | – |
| WELLS FARGO CO NEW | COM | 308K | 5K | – |
| WISDOMTREE TR | FLOATNG RAT TREA | 762K | 15K | – |
| WP CAREY INC | COM | 500K | 9K | – |