MKB Consulting LLC

MKB Consulting provides referral-based investment management services to individuals, high‑net‑worth individuals, trusts and businesses by recommending third‑party money managers. The firm does not itself manage client assets or take custody; it assists in identifying investment objectives, recommending manager styles and facilitating onboarding and reporting.

The firm’s role centers on manager selection and ongoing oversight rather than direct portfolio management: due diligence includes reviewing managers’ Form ADV disclosures, interviewing managers and their clients, and performing annual inquiries about complaints, and the firm may attend manager-client meetings. MKB is compensated as a solicitor by the managers it recommends (receiving up to 35% of a manager’s advisory fee) and does not collect percentage‑of‑AUM or performance‑based fees directly from referred clients.

MKB is affiliated with Moore Beauston & Woodham, LLC, a public accounting firm that wholly owns the adviser, a relationship the brochure identifies as a potential conflict if clients obtain accounting services from that firm (clients are not obligated to do so). Compared with many investment managers, MKB is very small and referral‑focused—one advisory representative and no assets under management as reported—emphasizing formal manager selection and solicitor arrangements rather than in‑house asset management.