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Mulholland & Kuperstock Asset Management, LLC

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Client assets under management

$47,564,940

Clients

70

53% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

35

Low

Average account size

$679,499

About

Mulholland & Kuperstock Asset Management, LLC provides discretionary asset management and related advisory services to individuals (including high‑net‑worth clients), trusts, ERISA plan sponsors, and business entities. The firm also offers plan‑sponsor education and non‑fiduciary assistance in selecting and supervising retirement‑plan service providers in addition to ongoing portfolio management.

The firm builds individualized portfolios and continuously monitors and rebalances accounts, drawing on a mix of analytical methods — including fundamental, technical, quantitative and sector analysis — and using asset‑allocation approaches that can be strategic, dynamic, tactical or core‑satellite. Portfolios may include individual securities, mutual funds and ETFs, and the firm may employ more active techniques such as options, margin or short sales where appropriate; it may also allocate separately managed accounts to an affiliated ETF.

What is noteworthy is the firm’s affiliation with MKAM ETF LLC, which sponsors and sub‑advises the MKAM ETF — a relationship that creates potential conflicts the firm discloses and manages (for example, excluding the ETF’s value when computing separately managed account advisory fees and only allocating when deemed consistent with client interests). Despite a relatively small adviser team and mid‑level assets under management, the firm combines ERISA plan services, an affiliated ETF structure, and credentialed investment and compliance leadership uncommon among similarly sized supported firms.

Client services

Portfolio management Pension consulting

Expertise

Active portfolio management Options & derivatives strategies Passive / index investing

Fee options

Percentage

Maximum annual fee not to exceed 1.00%, billed quarterly in advance on a pro-rata basis

Other

Minimum fee: For 401(k) accounts, the greater of 50 basis points or $5,000 per year Fee-only: Asset management fees as percentage of AUM; no commissions charged

Main office location

Mulholland & Kuperstock Asset Management, LLC

San Diego CA, United States

Number of offices

3

Most active in

More info

California · Nevada · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn YouTube Website 310-988-2158

Advisors at this firm

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Mark K

Series 63, Series 65, Series 66

San Diego, CA

Mulholland & Kuperstock Asset Management, LLC

Mark Kuperstock is a financial advisor with Mulholland & Kuperstock Asset Management, LLC and MKAM ETF LLC, holding Series 63, 65, and 66 licenses with 20 years of industry experience. He has worked at GSG Capital Advisors and currently serves as Principal and Chief Compliance Officer at MKAM ETF LLC and Managing Member and Chief Compliance Officer at Mulholland & Kuperstock Asset Management. Mulholland & Kuperstock Asset Management provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small businesses. The firm uses a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis with asset allocation and duration management, offering discretionary portfolio management and plan-sponsor support.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar

Stephen M

CFP®, CFA®

San Diego, CA

Mulholland & Kuperstock Asset Management, LLC

Stephen Mulholland is a CFP® and CFA® with eight years of industry experience. He is a managing member and Chief Investment Officer at Mulholland & Kuperstock Asset Management, LLC, where he has worked since 2019, and also serves as Principal and Chief Investment Officer at MKAM ETF LLC. Prior to these roles, he worked at GSG Capital Advisors and Livian & Co. Mulholland & Kuperstock Asset Management, LLC provides individualized asset management and retirement-plan consulting to individuals, high-net-worth clients, trusts, ERISA plan sponsors, and small business entities. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, technical, and sector analysis, managing portfolios on a discretionary basis with ongoing monitoring and periodic rebalancing.

Active portfolio management Options & derivatives strategies Passive / index investing
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