Marstone LLC

Overview

Marstone LLC is a small SEC-registered advisory firm organized as a limited liability company and operating as a fee-based adviser charging a percentage of assets under management. The firm provides portfolio management for individuals, small businesses and institutional clients. Its stated investment posture is equity‑oriented: the ADV shows a clear preference for exchange‑traded equities and equity-focused strategies, and Marstone identifies as an active ESG investor, incorporating environmental, social and governance factors into its selection process. Marstone is not a capital allocator or a pension consultant, and it does not present itself as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices