M
Marsden Capital Management, LLC.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,900,000
Clients
376
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
376
Very HighAverage account size
$252,394
About
Marsden Capital Management is an independent registered investment adviser that provides ongoing discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm has operated since 1991 and reports approximately $83 million in assets under management; it does not offer financial planning services.
The firm creates individualized investment plans that consider each client’s goals, time horizon and risk tolerance, and typically implements portfolios using mutual funds, equities, bonds, ETFs, REITs and government securities guided by fundamental and cyclical analysis. It generally requests discretionary authority to execute trades, may employ long- and short-term trading and margin when appropriate, and conducts account reviews at least quarterly, with many accounts reviewed monthly or weekly.
Notably, the adviser manages several hundred client accounts, a client-to-advisor load that is uncommon among independent firms of this type. The firm also periodically acts as an independent consultant to local organizations and pension funds, a service offering that fewer peers provide.
Client services
Portfolio management
Pension consulting
Expertise
Passive / index investing
Fee options
$0+: 1.25% annually (majority of clients) $0+: up to 1.50% annually (maximum fee)
Main office location
Marsden Capital Management, LLC.
1103 Powell Avenue
Erie PA 16505, United States
Number of offices
1
Most active in
Marsden Capital Management, LLC. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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