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RIA / WealthAdvisor34 years in industry

MARION ANTHONY JABCZENSKI

Advisor at CAPTRUST

Costa Mesa, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 8, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 28, 1992
First registration: Jul 8, 1997
Dual registered: no
Other names: MARION TONY JABCZENSKI|TONY JABCZENSKI|ANTHONY JABCZENSKI|MARION ANTHONY JABCZENSKI|ANTHONY M JABCZENSKI|ANTHONY MARION JABCZENSKI
IAPD individual key: 2245629

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Feb 17, 2026	n/a	yes	Costa Mesa, CA	Current employment
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Nov 13, 2012	Apr 30, 2026	no	SAN JOSE, CA\|CUPERTINO, CA\|COSTA MESA, CA\|IRVINE, CA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Aug 24, 2012	Oct 29, 2012	no	NEWPORT, CA	Previous registration
CAPITAL MARKETS IQ, LLC	Independent wealth	Jul 13, 2011	Oct 2, 2012	no	NEWPORT BEACH, CA\|ARLINGTON, TX	Previous registration
APRIEM ADVISORS	Independent wealth	Jul 10, 2006	Apr 28, 2011	no	IRVINE, CA	Previous registration
FULLER ASSET MANAGEMENT, LLC	Former SEC adviser	Jun 9, 2005	Jun 28, 2006	no	SCOTTSDALE, AZ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 8, 1997	May 31, 2005	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALPHA CUBED INVESTMENTS, LLC	Captrust	Apr 30, 2026	Feb 17, 2026	-72	Firm change after gap	Other
MERCER GLOBAL ADVISORS INC.	ALPHA CUBED INVESTMENTS, LLC	Oct 29, 2012	Nov 13, 2012	15	Firm change	Other
CAPITAL MARKETS IQ, LLC	MERCER GLOBAL ADVISORS INC.	Oct 2, 2012	Aug 24, 2012	-39	Firm change after gap	Other
APRIEM ADVISORS	CAPITAL MARKETS IQ, LLC	Apr 28, 2011	Jul 13, 2011	76	Firm change	Other
FULLER ASSET MANAGEMENT, LLC	APRIEM ADVISORS	Jun 28, 2006	Jul 10, 2006	12	Firm change	Other
STRATEGIC ADVISERS LLC	FULLER ASSET MANAGEMENT, LLC	May 31, 2005	Jun 9, 2005	9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159347:175112:CA:2026-04-30	Apr 30, 2026	Feb 17, 2026	IRVINE, CA	Firm change after gap

Relationships

Registered with (7)

→ CAPTRUSTRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 13, 2012 to Apr 30, 2026factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Aug 24, 2012 to Oct 29, 2012factForm ADV
→ CAPITAL MARKETS IQ, LLCRegistered adviserregistration: previous registration
Jul 13, 2011 to Oct 2, 2012factForm ADV
→ APRIEM ADVISORSRegistered adviserregistration: previous registration
Jul 10, 2006 to Apr 28, 2011factForm ADV
→ FULLER ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 9, 2005 to Jun 28, 2006factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 8, 1997 to May 31, 2005factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Marion Anthony Jabczenski left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-17)
Form ADVobserved 4 days ago