RIA Intel›Advisers›Ohio›MARIN FINANCIAL GROUP INC

MARIN FINANCIAL GROUP INC

Advisory

OH

Data as of Aug 11, 2025 · Source: SEC Form ADV

Average account
$686K
across 7 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 11, 2025.

Total AUM
$5M
Discretionary %
85.4%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$4M
Non-Discretionary AUM$700K
Discretionary %85.4%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

THE OIC ADVISORY LLC
$5M
FORTIFI CAPITAL, LLC
$5M
THE SIEKMANN COMPANY LLC
PLAIN CITY, OH
$5M
MASTERSON INVESTMENT COUNSEL, LLC
$5M
W.M. BAKER INVESTMENTS LLC
$5M
CHLEBINA CAPITAL MANAGEMENT, LLC
AKRON, OH
$5M

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