Marvin Capital
RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$223K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 313749
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI95.79%
- Individuals4.21%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marvin Capital is a small, privately owned LLC focused on advisory work for individuals, families and small businesses. The firm provides portfolio management for both private clients and business or institutional entities and charges fees through a mix of asset-based fees, hourly billing and performance-linked arrangements. Marvin Capital does not self-identify as an active ESG investor and is not registered as a multi-state or newly formed adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents36%
- Public Funds/Mutual Funds8%
Contacts
1 of 1
Marvin Lahoud
General ManagerCRD 7369968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations