Mark Eldon McKell
Financial advisor at Portside Wealth Group, LLC
Last updated 2026-10-10
Claim your profileMark Eldon McKell is a financial advisor at Portside Wealth Group, LLC, CRD 4491916. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2023-02-28.
Registration
- CRD number
- 4491916
- Registration status
- Active
- IAPD registration
- 2023-02-28
- Industry Experience
- 3 years
- Work Experience
- 25 years
- States registered
- CA, TX, UT, WA
Licenses and exams
- Series 63
- Series 65
Work history
- 2001-10 to Present · McKell Enterprises, McKell Partners · Riverside, CA
- 2020-02 to 2023-06 · Townsquare Capital LLC · Riverside, CA
- 2023-04 to Present · Portside Wealth Group · Provo, UT
Current employment
- Portside Wealth Group, LLC · Provo, UT
Portside Wealth Group, LLC
- Regulatory AUM
- $1,431,570,380
- Registered advisors
- 56
- Offices
- 47
- Clients per advisor
- 115.6 (High)
- Average AUM per client
- $221.1K (Low)
- High-net-worth client ratio
- 32.2% (Moderate)
Portside Wealth Group, LLC: advisors, services and reported ETF investments
About
Mark Eldon McKell is a financial advisor at Portside Wealth Group, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 3 years of industry experience and 25 years of reported work history.
Portside Wealth Group, LLC's firm-level Form ADV reports 56 advisors across 47 offices; approximately 115.6 clients per advisor, average assets per client of $221,092, and regulatory AUM of $1.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $280.9M across 81 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Mark Eldon McKell personally.
Reported ETF positions
Portside Wealth Group reports 81 ETF positions worth $280.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $45.5M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $27.7M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $21.1M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $15.6M |
| SPSM — State Street SPDR Portfolio S&P 600 Small Cap ETF | $9.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Portside Wealth Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $5.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $5.1M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $4.7M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $1.1M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Portside Wealth Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Lawyer or Law Firm
Contact
The firm's filed contact details.
Official record
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