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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MCM WEALTH

MARIN CAPITAL MANAGEMENT, LLC, CRD 136075

NOVATO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b866bb63-7fb6-3b0a-8ac8-6d17e620609b

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 0
Observed: Oct 1, 2021 to Aug 4, 2026
16 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $171MItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109M
Private client RAUM: $168MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $24.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 392
Individual clients: 14
High net worth clients: 69
SEC number: 801-122613
CRD: 136075
Filings on the tape: 16
First filed: Oct 1, 2021
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, CA
Website: mcmwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CURT ROBERT STAUFFER	n/a	Lancaster, PA	6	30	2	no
MATTHEW CRENSHAW GROPP	n/a	Lakewood, CO \| NOVATO, CA \| AUSTIN, TX	4	13	n/a	no
Brian Jeffrey Jackson	Certified Financial Planner	NOVATO, CA \| Lakewood, CO \| AUSTIN, TX	1	14	n/a	no
GEOFFREY AMEEN HAKIM	Certified Financial Planner	NOVATO, CA \| Greenbrae, CA	0	31	n/a	no
KIRK EDWARD LOURY	n/a	Princeton, NJ \| NOVATO, CA	0	25	1	no
NICHOLAS PETER SWANSON	n/a	Arvada, CO	0	26	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AMP I, LP	Hedge Fund	$42.7M	Jul 3, 2024	72	Oct 1, 2021	reported	021-373385

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAKIM, GEOFFREY, AMEEN	PRINCIPAL/FOUNDER	D	yes	07/1997	Oct 1, 2021	Jul 3, 2024
HOYT, ROBERT, MARK	CHIEF COMPLIANCE OFFICER	C	yes	08/2021	Oct 1, 2021	Jul 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MCM AMP FUNDS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$171M	$109M	7	6	6	n/a	n/a
2024	Mar 26, 2025	$151M	$92.7M	7	7	6	1	n/a
2023	Mar 29, 2024	$134M	$85.8M	6	6	6	1	$42.7M
2022	Mar 31, 2023	$125M	$76.9M	6	6	4	1	$43.7M
2021	Mar 30, 2022	$138M	$138M	6	6	4	1	$54.7M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	14.3%	1	1	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$171M	$151M	12.9%	$125M	11.1%	7	7	6	6

Relationships

Registered with (13)

← CURT ROBERT STAUFFERAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← NICHOLAS PETER SWANSONAdvisorregistration: current employment
Jul 1, 2026 to presentfactForm ADV
← KIRK EDWARD LOURYAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← GEOFFREY AMEEN HAKIMAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Brian Jeffrey JacksonAdvisorregistration: current employment
Sep 4, 2025 to presentfactForm ADV
← ROBERT MARK HOYTAdvisorregistration: current employment
Nov 1, 2021 to presentfactForm ADV
← MATTHEW CRENSHAW GROPPAdvisorregistration: current employment
Oct 28, 2021 to presentfactForm ADV
← CHRISTOPHER CLARKE GILMORAdvisorregistration: previous registration
Jan 26, 2016 to Dec 8, 2022factForm ADV
← Michael John HallAdvisorregistration: previous registration
Jun 13, 2013 to Jan 26, 2016factForm ADV
← GARY JAMES SIPOSAdvisorregistration: previous registration
Mar 11, 2014 to Jun 20, 2014factForm ADV
← MICHAEL WILLIAM MANGINOAdvisorregistration: previous registration
Jun 14, 2013 to Jan 13, 2014factForm ADV
← MICHAEL CRAIG MINKAdvisorregistration: previous registration
Oct 11, 2006 to Jun 7, 2011factForm ADV
← JONATHAN GREGORY TULLAdvisorregistration: previous registration
Apr 27, 2010 to Mar 31, 2011factForm ADV

Advises (1)

→ AMP I, LPPrivate fundHedge Fund, IA
Oct 1, 2021 to presentfactForm ADV

Controls (2)

← HAKIM, GEOFFREY, AMEENOwnerPRINCIPAL/FOUNDER, ownership code D, individual
Oct 1, 2021 to Jul 3, 2024factForm ADV
← HOYT, ROBERT, MARKOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Oct 1, 2021 to Jul 3, 2024factForm ADV

Dated events

Occurred
Sep 14, 2026
Advisor changed firm
Robert Mark Hoyt left Mcm Wealth for Vectis Capital (registered 2026-06-16)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2022
Advisor changed firm
Christopher Clarke Gilmor left Mcm Wealth for Stansberry Asset Management, Llc (registered 2023-01-23)
Form ADVobserved 5 days ago
Occurred
Oct 1, 2021
First Form ADV filing
Mcm Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b866bb63-7fb6-3b0a-8ac8-6d17e620609b
First observed: Oct 1, 2021
Last observed: Aug 4, 2026 47 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCM WEALTH

MARIN CAPITAL MANAGEMENT, LLC, CRD 136075

NOVATO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b866bb63-7fb6-3b0a-8ac8-6d17e620609b

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CURT ROBERT STAUFFER

n/a

Lancaster, PA

MATTHEW CRENSHAW GROPP

n/a

Lakewood, CO | NOVATO, CA | AUSTIN, TX

n/a

Brian Jeffrey Jackson

Certified Financial Planner

NOVATO, CA | Lakewood, CO | AUSTIN, TX

n/a

GEOFFREY AMEEN HAKIM

Certified Financial Planner

NOVATO, CA | Greenbrae, CA

n/a

KIRK EDWARD LOURY

n/a

Princeton, NJ | NOVATO, CA

NICHOLAS PETER SWANSON

n/a

Arvada, CO

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AMP I, LP

Hedge Fund

$42.7M

Jul 3, 2024

Oct 1, 2021

reported

021-373385

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAKIM, GEOFFREY, AMEEN

PRINCIPAL/FOUNDER

yes

07/1997

Oct 1, 2021

Jul 3, 2024

HOYT, ROBERT, MARK

CHIEF COMPLIANCE OFFICER

yes

08/2021

Oct 1, 2021

Jul 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCM AMP FUNDS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$171M

$109M

n/a

2024

Mar 26, 2025

$151M

$92.7M

n/a

2023

Mar 29, 2024

$134M

$85.8M

$42.7M

2022

Mar 31, 2023

$125M

$76.9M

$43.7M

2021

Mar 30, 2022

$138M

$54.7M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$171M

$151M

12.9%

$125M

11.1%