A complete list of active advisors currently associated with Marvin Capital

Warmer can help you find a great advisor at Marvin Capital or one who fits your needs even better.

Marvin Capital is a small, independent advisory firm that provides continuous asset management and financial advice to a limited client base, including individuals, trusts, estates, and corporate/business entity clients; the brochure also discloses that the firm serves non‑U.S. clients and provides rollover recommendations for retirement accounts as a fiduciary. Services are delivered under written agreements and are implemented on separately‑held accounts custodied with a qualified custodian. The firm emphasizes a value‑oriented, primarily long‑only investment approach supplemented by tactical and strategic asset allocation and the use of fundamental, technical, and charting analysis; it may also adjust portfolios for special situations such as low‑basis holdings or stock options. In implementation Marvin Capital may employ margin in client accounts, options strategies and exchange‑traded products (including inverse and leveraged ETFs), and holds positions for short or long terms as circumstances dictate. Compared with many solo independent advisers, Marvin Capital highlights several uncommon practices: it maintains a non‑U.S. client base, uses borrowing and derivatives in separately managed accounts, and offers performance‑based fee arrangements to eligible clients while also managing accounts for corporate/business entities. The firm operates with a very small roster—12 clients and $759,100 in assets under management—and uses Interactive Brokers for custody and trade execution as part of its operational model.

To learn more about the advisors currently working at Marvin Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.