Marest Capital, LLC
Firm details
- Headquarters
- Encino, California
- CRD number
- 315958
- Registered since
- March 14, 2022
- Website
- www.marestcapital.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.45%
- Corporations / Businesses2.2%
- Individuals1.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Marest Capital, LLC is an independent, owner-operated RIA structured as an LLC and registered with the SEC in 2022. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Marest acts as a capital allocator and maintains an industry affiliation as a real estate broker. The firm does not identify 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 Equities78%
- US Government Bonds17%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$164M in ETFs
91%
$149M
9%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $128M | 168,002 | 78.32% |
Location
Encino, CA
Los Angeles
Location
Encino, CA
Headquartered in Encino, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 16255 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
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