MCM Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$167,742,142
Clients
83
Advisors
4
across 4 offices
About
Marin Capital Management (MCM) provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. Offerings described in the brochure include portfolio management across mutual funds, ETFs, individual stocks and bonds, options-based strategies, estate planning review, and access to private investments for accredited clients.
The firm describes a multi-asset class, core-and-satellite approach that emphasizes broad market exposure in the core with specialized satellite allocations for growth, sector, socially‑aware, or thematic objectives; portfolios are custom‑tailored to client goals and typically managed with client oversight. For clients who elect it, MCM implements a rules‑based options overlay via a proprietary platform (Omni Portfolio Overlay, Inc.), with execution handled by a designated third‑party trading desk while MCM retains advisory responsibility and oversight.
Several operational features distinguish MCM from many peers: the brochure discloses advisory activity involving private funds, pooled vehicles, and potential fund sponsorship or syndication, and an affiliation with the technology licensor of its overlay platform. The firm also describes formal referral relationships with tax professionals, operates multiple offices, and is managing a temporary dual‑registration transition of several advisors with another RIA, with supervisory procedures outlined to address related conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Starts at 1.1% annually, reduced to 0.6% based on assets under management (exact breakpoints unspecified; negotiable at discretion)
$500 per hour for financial planning for clients with less than $1,000,000 in investible assets
Account minimum: $2,000,000 (may be waived at discretion) Fee-only: $500 per hour for financial planning for clients with less than $1,000,000 in investible assets
Main office
See office7250 Redwood Blvd, Suite 300
Novato CA 94945
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · Louisiana · New Jersey · Pennsylvania · Washington
Also doing business as
Hakim, Geoffrey Ameen · Hakim, Geoffrey, Ameen · Marin Capital Management · Marin Capital Management, LLC · Mcm Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Nicholas S
Series 63, Series 65
Arvada, CO
MCM Wealth
Nicholas Swanson is a financial advisor at MCM Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Savvy, Empower Advisory Group, and Personal Capital Advisors Corporation. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers a proprietary options overlay platform for clients who select that strategy.
Curt S
Series 63, Series 65
Lancaster, PA
MCM Wealth
Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.
Geoffrey H
CFP®, Series 63
Novato, CA
MCM Wealth
Geoffrey Hakim is a CFP® with 18 years of industry experience, currently serving as an advisor at MCM Wealth in Novato, CA. He has been with MCM Wealth since 1996, totaling 30 years with the firm. MCM Wealth provides investment advisory and financial planning services to a diverse client base including individuals, trusts, small-business retirement plans, other RIAs, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers customized portfolios, including a rules-based options overlay managed through a proprietary platform.
Kirk L
Series 63, Series 65
Princeton, NJ
MCM Wealth
Kirk Loury is a financial advisor at MCM Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Planning Consulting, Inc. and Concord Equity Group Advisors, LLC. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, other RIAs, family offices, institutions, and pooled investment vehicles. The firm employs a multi-asset class, core-and-satellite approach with custom-tailored portfolios and offers services including portfolio management, estate planning review, and access to private investments for accredited clients.
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