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MARIN FINANCIAL ADVISORS LLC

LARKSPUR, CA · CRD 135872 · IAPD ↗ · marinfa.com · 415-925-1212

$388.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — MARIN FINANCIAL ADVISORS LLC (LARKSPUR, CA) left the SEC roster (was $388.8M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
April 2026 — MARIN FINANCIAL ADVISORS LLC now reports custody of client assets ($118.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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