MARSDEN CAPITAL MANAGEMENT, LLC.

RIASEC Registered
Total AUM
$94.9M
Discretionary
$94.9M
100% of AUM
Avg account
$252K
Accounts
376
Employees
1
Advisory reps
1

Firm details

Headquarters
ERIE, Pennsylvania
CRD number
111692
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI53.99%
  • Individuals46.01%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Marsden Capital Management, LLC is a small, individual‑owned investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses, with some pension consulting services on its roster. The firm runs a fee model that combines a percentage of assets under management with fixed fee arrangements. Filings identify the client base as individuals and families and indicate a clear preference for equity exposure; the firm is not designated as an active ESG investor and does not operate as a multi‑state adviser. Investment activity centers on exchange‑traded equities as the primary allocation vehicle, with supplemental use of pooled funds and alternative assets. The adviser appears to manage client relationships through separately managed account structures, emphasizing direct equity ownership and exchange‑listed instruments as the backbone of client portfolios.

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 69%, US Government Bonds 18%, Investment Grade Corp Bonds 10%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%69%
  • Exchange Traded Equities69%
  • US Government Bonds18%
  • Investment Grade Corp Bonds10%
  • Non-Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • JOHN MARSDEN

    PresidentCRD 2123525

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

ERIE, PA

ERIE

Location

ERIE, PA

Headquartered in ERIE, PA, anchoring the Erie-Meadville, PA metro in the Northeast.

Metro area
Erie-Meadville, PA
Region
Northeast
County
ERIE
Address
1103 Powell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth