MARSHBERRY CAPITAL, LLC.

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
60
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 has been SEC-registered since 2012. FINTRX classifies the firm as an investment bank; the snapshot lists owner type as a combination of a domestic entity and an individual. The vendor data does not include descriptions of the firm's advisory services, fee schedules, or specific business activities. The snapshot flags several negative/designation indicators: Marshberry Capital does not identify as a capital allocator, is not listed as an active ESG investor, and is not reported as a multi-state adviser. It is also not marked as a pension consultant or as a related adviser. Public-facing details about client segments, product shelf, or investment strategies are not provided in the source data.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • MELISSA STOVER

    Chief Compliance OfficerCRD 6155694

  • JOHN WEPLER

    Chairman and Chief Executive OfficerCRD 5914183

  • MICHAEL METZ

    Executive Vice President & COOCRD 6367067

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Contacts

3 of 56
  • Connor Meehan

    AssociateCRD 7395227

  • Kalin Larousse

    Vice President, Investment BankingCRD 8199008

  • WAYNE WALKOTTEN

    Executive Vice PresidentCRD 5914348

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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