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 a limited liability company that registered with the SEC in 2012 and is classified in FINTRX records as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not characterized as a capital allocator and is not listed as an active ESG investor. Several typical adviser attributes are blank in public filings: there are no listed details about fee schedules, advisory activities, or specific business lines in the snapshot data. The firm is not flagged as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser according to the available record. Those entries, combined with the lack of described advisory or fee arrangements, indicate its public filing presents a limited portrait of client-facing wealth-management activity.

Assets & Accounts

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

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
  • Connor Meehan

    Connor Meehan

    AssociateCRD 7395227

  • Kalin Larousse

    Kalin Larousse

    Vice President, Investment BankingCRD 8199008

  • Iva Prcela

    Iva Prcela

    AssociateCRD 7976295

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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