MARCH CAPITAL CORP.

Broker-DealerFINRA MemberEst. 1989
Total AUM
$82.4M
Discretionary
$0
0% of AUM
Accounts
4
Employees
4
Advisory reps
22
Brokerage reps
4

Firm details

Headquarters
CHICAGO, Illinois
CRD number
24142
Registered since
June 2, 1989
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

March Capital Corp. is a privately owned corporation that has been SEC-registered since 1989 and is classified as an investment bank. The firm operates as a broker-dealer and as a seller of other financial products, and it provides portfolio management services targeted at individuals and small businesses. Its reported fee structure includes both a percentage of assets under management and hourly charges. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Regulatory and affiliation information on the filing identifies March Capital Corp. as a broker-dealer and other investment adviser, and it is listed as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm is not described as a capital allocator or a pension consultant, and it does not present itself as a related adviser to another registered firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, State & Local Bonds 24%, US Government Bonds 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, Other 7%39%
  • Exchange Traded Equities39%
  • State & Local Bonds24%
  • US Government Bonds12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%

Owners & executives

2 of 2
  • RICHARD RICE

    Founder and CEOCRD 725697

  • JOSHUA CARL

    CEOCRD 3075465

Contacts

3 of 20
  • Jonathan Morris

    Registered RepresentativeCRD 2804998

  • PEGGY TSENG

    Registered RepresentativeCRD 7281182

  • Aleathia Hoster

    Registered RepresentativeCRD 2917030

Unlock 17 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
200 E Randolph St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth