THE MARIN GROUP INC.

Overview

The Marin Group Inc. is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm’s filings emphasize an equities-first posture: exchange-traded equities represent the largest single pool of assets under management, suggesting a core approach built around liquid, listed instruments. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements, allowing flexibility for both ongoing asset management relationships and one-off planning assignments. Client relationships appear relationship-driven and multi-account in structure: the firm manages separate accounts and likely uses discretionary authority broadly, given its reported discretionary AUM equal to total AUM. Custodial choice and the asset mix suggest the firm implements tax- and liquidity-conscious portfolios that lean on exchange-traded vehicles while layering in income and alternative sleeves where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices