Marin Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Marin Capital Management reports 85 clients. They include 69 high-net-worth individuals, 14 individual clients, and 2 corporations and other businesses. Of its assets, 64.1% ($109M across 315 accounts) are managed with discretion; $61.4M across 77 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 2% |
| High-net-worth individuals | 81% | 96% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $4.16M | 2.4% | $297K |
| High-net-worth individuals | 69 | $164M | 95.8% | $2.37M |
| Corporations and other businesses | 2 | $3.04M | 1.8% | $1.52M |
| Total | 85 | $171M | 100% | $2.01M |
- Clients
- 14
- Regulatory AUM
- $4.16M
- AUM share
- 2.4%
- Avg. per client
- $297K
- Clients
- 69
- Regulatory AUM
- $164M
- AUM share
- 95.8%
- Avg. per client
- $2.37M
- Clients
- 2
- Regulatory AUM
- $3.04M
- AUM share
- 1.8%
- Avg. per client
- $1.52M
Total
- Clients
- 85
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- $2.01M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Marin Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed at $500 an hour for clients with less than $1 million in investible assets.
Geoffrey Hakim owns 75% or more of Marin Capital Management. The leadership team of Marin Capital Management includes Chief Compliance Officer Kirk Loury. It has 7 employees, 6 of them in advisory roles.
Staff
- 7 employees
- 6 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Marin Capital Management, LLC
Geoffrey Hakim
Control person · since July 1997
Marin Capital Management’s regulatory assets grew from $138M (March 2022) to $171M (August 2026); clients rose from 76 to 85 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $171M | 85 | 7 | 7 |
| Mar 2025March 2025 | $151M | 82 | 7 | 7 |
| Jul 2024July 2024 | $134M | 75 | 6 | 7 |
| Jul 2023July 2023 | $125M | 72 | 6 | 6 |
| Mar 2022March 2022 | $138M | 76 | 6 | 5 |
Besides its headquarters, Marin Capital Management has 6 offices (6 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 7250 Redwood BLVD, Suite 300, NovatoHQ
Other business names
Marin Capital Management has reported 1 other business name to the SEC.
- MCM Wealth
Contact and registration details
- Legal name
- Marin Capital Management, LLC
- Headquarters
- 7250 Redwood BLVD, Suite 300, Novato, CA 94945
- Website
- mcmwealth.com
- Phone
- 844-626-4949
- SEC file
- 801-122613
- Structure
- California LLC
- Fiscal year end
- December
Marin Capital Management’s named custodians for separately managed accounts are Fidelity ($66M, 78%) and Columbia Private Trust ($19M, 22%). Marin Capital Management does not have custody of client assets.
- Columbia Private TrustColumbia Private Trust · Denver, CO · $19M22%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $66M78%
At year end, Marin Capital Management’s separately managed accounts were mostly in funds (76%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds76%
- Pooled vehicles48%
- Registered funds28%
- Bonds1%
- Cash6%
How many clients does Marin Capital Management have?
Marin Capital Management has 85 clients and manages $171 million for them, as of August 2026. They include 69 high-net-worth individuals, 14 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Marin Capital Management offer?
Marin Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Marin Capital Management use?
Marin Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $66M and Columbia Private Trust (Denver, CO), with $19M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Marin Capital Management have?
Marin Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Marin Capital Management invest in?
At the end of its last fiscal year, Marin Capital Management’s separately managed accounts held 48% pooled vehicles (private funds and similar), 28% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 6% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Marin Capital Management?
Marin Capital Management’s direct owner is Geoffrey Hakim (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Marin Capital Management get paid?
Marin Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Marin Capital Management?
Marin Capital Management’s main office is at 7250 Redwood BLVD, Suite 300, Novato, CA 94945. Its phone number is 844-626-4949. Its website is mcmwealth.com.