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MCM WEALTH
Legal name: MARIN CAPITAL MANAGEMENT, LLC
CRD 136075File 801-122613
APPROVED
Retail clients
Filing as of Aug 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$170.8M
Bottom 25% of cohort (national)
Discretionary AUM
$109.4M
Non-discretionary $61.4M
Clients
85
392 accounts
Employees
7
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 1, 2021
- Principal office
- 7250 REDWOOD BLVD, SUITE 300, NOVATO, CA, 94945
- Phone
- 844-626-4949
- Website
- HTTP://WWW.MCMWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $170.8M
- Discretionary AUM
- $109.4M
- Non-discretionary AUM
- $61.4M
- Discretionary accounts
- 315
- Non-discretionary accounts
- 77
- Total accounts
- 392
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $3.0M |
| High net worth individuals | 69 | $163.6M |
| Individuals (other than high net worth individuals) | 14 | $4.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.