MKX Capital is a registered investment advisor based in Kaneohe, Hawaii, founded in 2025. MKX Capital offers ongoing asset management on a non-discretionary basis, meaning every trade requires prior client approval. The firm also provides financial planning and consulting services, covering personal net worth analysis, cash flow analysis, retirement strategies, and long-term investment planning. MKX Capital tailors its investment strategies to each client's specific goals, time horizon, and risk tolerance, and allows clients to place restrictions on certain securities. The principal owner is Mark Matsumura, who holds the Certified Financial Planner designation, and Paul Marx serves as the Chief Compliance Officer. Representatives may also act as licensed insurance agents, creating a potential conflict of interest regarding commission-based product sales, which is mitigated by their legal obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and MKX Capital may charge a lower fee based on factors such as historical relationships, asset types, anticipated future assets, and account composition.