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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 03-05-2004
- Office Locations
- 1
Office Locations
About Marcus Capital, LLC
Marcus Capital is a boutique RIA serving individuals, trusts, and small businesses with disciplined portfolio management and comprehensive financial planning. The firm builds and actively manages tailored, diversified equity portfolios emphasizing high-quality U.S. growth and value stocks with a focus on transparency. Led by founder Daniel Marcus (ex-Bear Stearns managing director) with CFP/CCO Lisa Boyd; custody includes Charles Schwab.
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Owner & Executives
DANIEL MARCUS
Managing Member, Principal
- CRD
- #2091668
- Ownership
- 75% or more
LISA A BOYD MS.
Chief Compliance Officer, Investment Advisor
- CRD
- #5428526
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,222,766 | $498,930 |
| Non-Discretionary | $0 | -- |
| Total | $129,222,766 | $498,930 |
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Separately Managed Accounts
Total SMA Asset: $129,222,766
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $971,467,671 | 24.3% |
| Cash | $2,194,797,331 | 54.9% |
| U.S. Government/Agency | $831,544,344 | 20.8% |
| Total | $3,997,809,346 | 100.0% |