Marvin Capital

RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$223K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313749
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI95.79%
  • Individuals4.21%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marvin Capital is organized as a limited liability company that serves individual and family clients primarily through discretionary portfolio management. The firm provides portfolio management for individuals, small businesses, and for business or institutional clients. Its fee model is a mix of percentage-of-AUM billing, hourly charges, and performance‑based fees, indicating flexibility in pricing and the potential for alignment with client outcomes on some engagements. Marvin Capital is not registered as a multi-state or pension consultant adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Cash & Cash Equivalents 36%, Public Funds/Mutual Funds 8%56%
  • Exchange Traded Equities56%
  • Cash & Cash Equivalents36%
  • Public Funds/Mutual Funds8%

Contacts

1 of 1
  • Marvin Lahoud

    Marvin Lahoud

    General ManagerCRD 7369968

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth