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M.Z. KARK & ASSOCIATES, INC
CRD 106627File 801-23074
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$369.6M
Below cohort median (national)
Discretionary AUM
$329.0M
Non-discretionary $40.7M
Clients
166
1,308 accounts
Employees
4
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 15, 1985
- Principal office
- 720 S COLORADO BLVD., SUITE 613-S, DENVER, CO, 80246
- Phone
- 303-623-1818
- Website
- HTTP://WWW.MZKARK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $369.6M
- Discretionary AUM
- $329.0M
- Non-discretionary AUM
- $40.7M
- Discretionary accounts
- 1,230
- Non-discretionary accounts
- 78
- Total accounts
- 1,308
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| High net worth individuals | 94 | $343.7M |
| Individuals (other than high net worth individuals) | 71 | $23.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.