M.Z. Kark & Associates, Inc
- Regulatory AUM
- $370M
- Discretionary
- $329M
- Clients
- 166
- Avg AUM / client
- $2.2M
- Accounts
- 1,308
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $23.4M | 6.33% |
| High net worth individuals | 94 | $344M | 93.0% |
| Corporations and other businesses | 1 | $2.5M | 0.68% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kark, Marvin, Zane | President | Jul 1989 (37y) | 50% – 75% | |
| Andrew Michael Kark | Vice President/Secretary/Treasurer | CFP Personal Financial Specialist | Jan 1998 (29y) | 10% – 25% |
| Nelson, Courtney, Lea | Chief Compliance Officer | May 2018 (8y) | Less than 5% | |
| Blanco, Armando | Associate | Dec 2019 (7y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 920 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $295M (80% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗