Marshberry Capital, LLC
Firm details
- Headquarters
- Woodmere, Ohio
- CRD number
- 157384
- Registered since
- July 18, 2012
- Website
- www.marshberry.com
Firm profile
FINTRXOverview
Marshberry Capital, LLC is a limited liability company that registered with the SEC in 2012 and is classified in FINTRX records as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not characterized as a capital allocator and is not listed as an active ESG investor. Several typical adviser attributes are blank in public filings: there are no listed details about fee schedules, advisory activities, or specific business lines in the snapshot data. The firm is not flagged as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser according to the available record. Those entries, combined with the lack of described advisory or fee arrangements, indicate its public filing presents a limited portrait of client-facing wealth-management activity.
Assets & Accounts
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
Owners & executives
3 of 4
Melissa Stover
VP, Chief Compliance OfficerCRD 6155694

John Wepler
Chief Executive OfficerCRD 5914183

Michael Metz
Executive Vice President & COOCRD 6367067
Contacts
3 of 57
Connor Meehan
AssociateCRD 7395227

Kalin Larousse
Vice President, Investment BankingCRD 8199008

Iva Prcela
AssociateCRD 7976295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodmere, OH
Cuyahoga
Location
Woodmere, OH
Headquartered in Woodmere, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 28601 Chagrin Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Investments For You, Inc.
Broker-DealerMarysville, OH
Lument Securities, LLC
Broker-DealerColumbus, OH
Lincoln Douglas Investments, LLC
Broker-DealerMount Vernon, OH
Nationwide Fund Distributors LLC
Broker-DealerColumbus, OH
W&S Brokerage Services, Inc.
Broker-DealerCincinnati, OH
Omni Financial Securities, Inc.
Broker-DealerColumbus, OH