March Capital Corp.

Broker-DealerFINRA Member
Total AUM
$82.4M
Discretionary
$0
0% of AUM
Accounts
4
Employees
4
Advisory reps
22
Brokerage reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
24142
Registered since
June 2, 1989
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

March Capital Corp. is an Illinois-registered corporate broker-dealer that also functions as an investment bank and provides portfolio management to individuals and small businesses. The firm is privately owned by an individual and combines brokerage and financial product sales with advisory work. Its compensation model includes a percentage-of-assets-under-management fee and hourly charges. March Capital identifies itself as a broker-dealer, other investment adviser and sponsor of limited partnerships (excluding pooled investment vehicles).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, State & Local Bonds 24%, US Government Bonds 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, Other 7%39%
  • Exchange Traded Equities39%
  • State & Local Bonds24%
  • US Government Bonds12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • Richard Rice

    Richard Rice

    Founder and CEOCRD 725697

  • Joshua Carl

    Joshua Carl

    CEOCRD 3075465

Contacts

3 of 20
  • Howard Feldman

    Investment Advisor RepresentativeCRD 2701010

  • Douglas Mcconnell

    Douglas Mcconnell

    FounderCRD 2048553

  • Linda Jordan

    Linda Jordan

    Registered RepresentativeCRD 2083898

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
200 E Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth