Overview
Assets Under Management: $129 million
Headquarters: NORTHFIELD, IL
High-Net-Worth Clients: 42
Average Client Assets: $2.8 million
Frequently Asked Questions
MARCUS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130516), MARCUS CAPITAL, LLC is subject to fiduciary duty under federal law.
MARCUS CAPITAL, LLC is headquartered in NORTHFIELD, IL.
MARCUS CAPITAL, LLC serves 42 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, MARCUS CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MARCUS CAPITAL, LLC manages $129 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, MARCUS CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.03%
Average Client Assets: $2.8 million
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 130516
Filing ID: 2064034
Last Filing Date: 2026-03-10 16:00:17