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 Registered Investment Adviser operating as a limited liability company and registered with the SEC in 2022. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Marest charges fees as a percentage of assets under management and is not positioned as an active ESG investor or a multi‑state adviser. The firm also maintains an industry affiliation as a real estate broker.
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
1 of 1
Paul Cohen
Chairman and Chief Executive OfficerCRD 1180121
Contacts
2 of 2Nathaniel Cohen
Investment Advisor RepresentativeCRD 8183997
Benjamin Cohen
Investment Adviser RepresentativeCRD 7823745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$172M in ETFs
87%
$150M
13%
$22M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $125M | 167,232 | 72.74% |
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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