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MARCUS CAPITAL, LLC

NORTHFIELD, IL · CRD 130516 · IAPD ↗ · marcuscapital.com · 847-313-4326

$129.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — MARCUS CAPITAL, LLC (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.