MARS CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$25.2M
Discretionary
$25.2M
100% of AUM
Avg account
$442K
Accounts
57
Employees
1
Advisory reps
1

Firm details

Headquarters
COLUMBUS, Georgia
CRD number
148729
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI81.72%
  • Individuals18.28%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Mars Capital Management LLC is a small, fee-based registered investment advisor focused on discretionary portfolio management for individuals and small businesses, with a client base that includes individual and family relationships. The firm leans toward publicly traded equities as its primary allocation vehicle, using exchange-traded equities as the largest slice of client portfolios. Fee billing is a percentage of assets under management, and the firm reports it is not an active ESG investor and does not operate as a multi-state adviser. Investment activity emphasizes liquid equity exposure supplemented by pooled vehicles. Advisory services are oriented to personalized portfolio management rather than pension consulting or institutional allocation work. Custody through an electronic broker-dealer and the modest scale of assets suggest a hands-on manager able to trade liquid securities efficiently for tax-aware or concentrated-client mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Cash & Cash Equivalents 42%58%
  • Exchange Traded Equities58%
  • Cash & Cash Equivalents42%

Contacts

1 of 1
  • ASHISH DOSHI

    Investment Adviser RepresentativeCRD 5629185

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

COLUMBUS, GA

MUSCOGEE

Location

COLUMBUS, GA

Headquartered in COLUMBUS, GA, anchoring the Columbus-Auburn-Opelika, GA-AL metro in the South.

Metro area
Columbus-Auburn-Opelika, GA-AL
Region
South
County
MUSCOGEE
Address
3580 Massee Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth