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MARCUS CAPITAL, LLC

CRD 130516 · SEC 801-132357

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ONE NORTHFIELD PLAZA, SUITE 222, NORTHFIELD, IL, 60093, United States

Phone

847-313-4326

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$129.2M

Discretionary AUM

$129.2M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals56$12.9M
High net worth individuals42$116.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD