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Mark Joseph Kavaloski

AMERITRUST CAPITAL MANAGEMENT LTD·SANTA YNEZ, California
Series 2, Series 65Clean record32 years registeredAMERITRUST CAPITAL MANAGEMENT LTD
3568 SAGUNTO ST, WEST WING, SANTA YNEZ, CA 93460-0900CRD# 2474248Firm CRD# 106378

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Joseph Kavaloski · SANTA YNEZ, CA
Registration
CRD #2474248 · AMERITRUST CAPITAL MANAGEMENT LTD · 32 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT FINANCIAL PARTNERS
Dec 2024 – present
AMERITRUST CAPITAL MANAGEMENT LTD
Apr 1994 – Jul 2025
SANTA YNEZ, CA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · April 8, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERITRUST CAPITAL MANAGEMENT LTD
CRD 106378 · SEC 801-45935
AUM
$63M
Regulatory assets under management
Employees
1
142 client accounts
Services offered by AMERITRUST CAPITAL MANAGEMENT LTD
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMERITRUST CAPITAL MANAGEMENT LTD →
Introduction

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05

Frequently Asked Questions

What services does Mark Joseph Kavaloski offer?
Mark Joseph Kavaloski specializes in Investment Management, Wealth Management. Contact their office in SANTA YNEZ, California for a consultation.
What are Mark Joseph Kavaloski's credentials?
Mark Joseph Kavaloski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Joseph Kavaloski located?
Mark Joseph Kavaloski is based in SANTA YNEZ, California, working with AMERITRUST CAPITAL MANAGEMENT LTD. Their office serves clients in the SANTA YNEZ metropolitan area and surrounding communities.
How does Mark Joseph Kavaloski charge for services?
Mark Joseph Kavaloski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERITRUST CAPITAL MANAGEMENT LTD?
AMERITRUST CAPITAL MANAGEMENT LTD has approximately 1 employees and manages $63M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERITRUST CAPITAL MANAGEMENT LTD

John G Grelck
SANTA YNEZ, CA

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