Marr Leisure has been President, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995 of Leisure Capital Management since March 2002, is a control person of the firm and directly owns between 50% and 75% of it. Marr Leisure holds a Bachelor's degree in political science from the University of Southern California and an MBA in finance from the University of Southern California.
Leisure Capital Management, Inc. is a Costa Mesa, CA firm with $874M under management, 349 clients and 6 advisers in one office, as of its March 2026 filing.
Marr Leisure is Founder and Principal of Leisure Capital Management. He works one-on-one with clients and is responsible for managing and setting the investment policy for the firm's clients. Before founding the firm he served as Principal of a registered investment advisory firm, and earlier his work with Trust Services of America and US Trust of California built his knowledge of trust and estate planning.
- – present · 22 yearsCosta Mesa, CA · Adviser representative · Firm CRD 120374
Professional designations
Listed by Leisure Capital Management
- Chartered Life Underwriter (CLU)
Investment adviser representative registrations
Marr Leisure is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2004; the most recent is Texas, in November 2010.
- CaliforniaSince 14 January 2004
- TexasResidentSince 9 November 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 June 2002 |
| Series 2 | Non-Member General Securities Examination | 15 December 1993 |
| Series 7 | General Securities Representative Examination | 14 December 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Name
- General Securities Representative Examination
- Full name
- Marr Neumann Leisure
- CRD
- 1437898
- Firm
- Leisure Capital Management · CRD 120374
- Role
- President, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995
- Office
- 650 TOWN CENTER DR., SUITE 880, Costa Mesa, CA 92626-1989
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- leisurecapital.com
Where does Marr Leisure work?
Marr Leisure has been President, CCO, CIO, Co-Trustee of the Leisure Family Trust Dated 05/19/1995 of Leisure Capital Management, Inc. since March 2002, and is a control person of the firm.
Is Marr Leisure a financial advisor?
Yes. Marr Leisure has a current investment-adviser registration in California and Texas, through Leisure Capital Management since January 2004.
How many years of experience does Marr Leisure have?
Marr Leisure has 22 years in the financial industry, since January 2004, across 1 adviser firm.
What exams has Marr Leisure passed?
Marr Leisure has passed 3 licensing exams: the Series 7, Series 2 and Series 65. The earliest, the Series 7, was passed in December 1985.
Where is Marr Leisure based?
Marr Leisure’s registered office is in Costa Mesa, CA.
Is Marr Leisure registered with FINRA?
No. Marr Leisure has no current broker registration.
How can I verify Marr Leisure’s record?
Search CRD 1437898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marr Leisure’s full registration record.
Gideon BernsteinSecretary/Board of Directors (Since 2011), Co-Trustee of the Bernstein Family Trust Dated 12/17/2010 (Since 2014)
Patrick MaxwellShareholder
Raymond RobinsonTreasurer, Board of Directors- Anne LeisureCo-Trustee of the Leisure Family Trust Dated 05/19/1995
- Jeanne PepperCo-Trustee of the Bernstein Family Trust
