Marshberry Capital, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
Woodmere, Ohio
CRD number
157384
Registered since
July 18, 2012

Firm profile

FINTRX

Overview

Marshberry Capital, LLC is organized as a limited liability company and is recorded in FINTRX as having registered with the SEC in 2012. The platform classifies the firm as an investment bank and registers the owner type as a combination of a domestic entity and an individual. FINTRX indicates the firm is not a capital allocator and does not identify as an active ESG investor. Several standard disclosure fields — including client base, fee structure, business activities and advisory activities — are not populated in the available profile, so the firm’s operating model and client-facing services are not clearly described in the FINTRX entry.

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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

Owners & executives

3 of 4
  • Melissa Stover

    Melissa Stover

    VP, Chief Compliance OfficerCRD 6155694

  • John Wepler

    John Wepler

    Chief Executive OfficerCRD 5914183

  • Michael Metz

    Michael Metz

    Executive Vice President & COOCRD 6367067

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Contacts

3 of 57
  • Brandon Helms

    Brandon Helms

    Vice PresidentCRD 5225385

  • Tina Hohman

    Tina Hohman

    DirectorCRD 2602526

  • Gerard Vecchio

    Gerard Vecchio

    Managing DirectorCRD 1201214

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Wealth teams

FINTRX

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

Woodmere, OH

Cuyahoga

Location

Woodmere, OH

Headquartered in Woodmere, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
28601 Chagrin Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth