Fee-only adviser · Denver, CO
M.z. Kark & Associates, Inc
M.z. Kark & Associates, Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Denver, Colorado. On its latest Form ADV, filed May 1, 2026, it reports $370M in regulatory assets under management, 165 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106627 · SEC file 801-23074 |
| Office | 720 S Colorado Blvd. Suite 613-S Denver, CO 80246 |
| Phone | (303) 623-1818 |
| Website | www.mzkark.com |
| Regulatory assets under management | $370M ($329M discretionary) |
| Individual clients | 71 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Denver
- Triumph Capital Management $646M
- Maia Wealth $973M
- GHP Investment Advisors Inc $3.1B
- Ask Dolly Not reported
- Sharkey Howes & Javer Inc $1.1B
- Uniting Wealth Partners $935M
See all 91 fee-only advisers in Denver →
Nearby
- Glendale 1 firm
- Lakewood 6 firms
- Arvada 2 firms
- Greenwood Village 28 firms
- Centennial 14 firms
- Aurora 1 firm
- Littleton 11 firms
- Englewood 11 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at M.z. Kark & Associates, Inc? Update this listing.