MARCUS CAPITAL, LLC
SEC RegisteredInvestment Advisory Firm
About the firm
Marcus Capital, LLC is a boutique investment advisory firm that works with individuals, trusts and small businesses. The firm specializes in creating and managing diversified equity portfolios, tailoring each portfolio to the specific financial goals, objectives and risk tolerance of the individual client. Marcus Capital, LLC is a SEC registered adviser.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management (building and managing equity portfolios with US growth and value stocks), comprehensive financial planning services, and guidance on the investment process, financial holdings, alternatives and financial decisions.
Who they serve
Individuals, trusts and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $13M |
| High Net Worth Individuals | 42 | $116M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARCUS CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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