Marcus Capital, LLC
Firm details
- Headquarters
- Northfield, Illinois
- CRD number
- 130516
- Registered since
- April 7, 2025
- Website
- marcuscapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.03%
- Individuals9.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marcus Capital, LLC is an independent, individually owned registered investment adviser that focuses on advising individuals and families. The firm registered with the SEC in 2025 and charges clients either a percentage of assets under management or fixed fees. Its advisory services include comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Marcus Capital reports it is not a capital allocator and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents29%
- US Government Bonds2%
Owners & executives
1 of 1
Lisa Boyd
Chief Compliance OfficerCRD 5428526
Contacts
1 of 1
Daniel Marcus
Principal & FounderCRD 2091668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Northfield, IL
Cook
Location
Northfield, IL
Headquartered in Northfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 Northfield Plz
- Time zone
- CT (UTC-6)
- Office locations
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