The Marin Group Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125217
- Registered since
- August 5, 2026
- Website
- maringroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.1%
- Individuals22.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Marin Group Inc. is an independent, corporation-form registered investment adviser owned by an individual and positioned to serve individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM fees and fixed fees. According to the snapshot, the firm is SEC-registered in 2026 and does not identify as an active ESG investor.
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 Equities77%
- Non-Exchange Traded Equities17%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Dianne Martin
Chief Compliance OfficerCRD 1498894
Gary Gerald
CEOCRD 1858283
Contacts
1 of 1H. Maier
Vice PresidentCRD 2458817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1440 Dutch Valley Pl Ne
- Time zone
- ET (UTC-5)
- Office locations
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