The Marin Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Marin Group Inc. provides discretionary portfolio management and separate financial planning services primarily for individual and high‑net‑worth clients, overseeing roughly $128 million across about 140 accounts. The firm manages accounts on an individual basis, combines related household accounts for billing purposes, and offers continuous supervision and rebalancing as client circumstances or market conditions change.
Investment decisions are driven by a proprietary "Cycle Investing" methodology that takes a top‑down view of economic cycles to rotate exposure among industry groups, and the firm applies both fundamental and technical analysis to guide model‑based buy and sell decisions. Portfolios may include a mix of equities, fixed income, ETFs, REITs and options, and the strategy contemplates both longer‑term holdings and shorter‑term trades tied to cycle and technical signals.
Compared with many peers of similar size, the firm is notable for maintaining an explicitly model‑driven cycle approach combined with technical timing tools and for having recently transitioned to SEC registration despite a small advisory team. The firm also routinely requires clients to direct brokerage to a single custodian and aggregates trades and household accounts, practices that can affect execution and custody arrangements relative to other supported firms.
Client services
Expertise
Fee options
$2,500 for a financial plan (negotiable); $500 collected at engagement start, remainder due at delivery
$0 - $100,000.00: 1.25% annually $100,000.01 - $250,000.00: 1.10% annually $250,000.01 - $1,000,000.00: 1.00% annually $1,000,000.01 - $150,000,000.00: 0.90% annually $150,000,000.01+: 0%
Account minimum: $100,000.00
Main office
1440 Dutch Valley Place, Suite 955
Atlanta GA 30324
Advisors at this office
2
Most active in
Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
The Marin Grooup Inc. · The Marin Group Inc.
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
Gary G
Series 63, Series 65
Atlanta, GA
The Marin Group Inc.
Gary Gerald is a financial advisor with The Marin Group Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with The Marin Group Inc. since 1999. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a proprietary "Cycle Investing" methodology that uses economic cycles, fundamental analysis, and technical analysis to guide investment decisions across a diversified mix of asset types.
Dianne M
CFP®, Series 63
Atlanta, GA
The Marin Group Inc.
Dianne Martin is a CFP® with Series 63 registration and 14 years of industry experience. She has been with The Marin Group Inc. since 2008. The Marin Group Inc. provides discretionary portfolio management and financial planning services primarily for individual and high-net-worth clients, managing approximately $128 million across about 140 accounts. The firm uses a proprietary "Cycle Investing" methodology that combines fundamental and technical analysis to guide investment decisions across various asset classes.
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