DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mcm Wealth
Legal name Marin Capital Management, LLC
Latest filing Aug 4, 2026
First filing on the tape Oct 1, 2021 · 16 filings
SEC status approved since Nov 1, 2021
RAUM
$171M
reported, Item 5.F
Discretionary
64%
of RAUM
Private clients
98%
$168M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$24.4M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$171M as of Aug 4, 2026
Mar 30, 2022$138M then
HNW client RAUM$164M as of Aug 4, 2026
Mar 30, 2022$125M then
State-registered IARs (5.B.3)4 as of Aug 4, 2026
Mar 30, 20224 then
Employees (5.A)7 as of Aug 4, 2026
Mar 30, 20226 then
Private funds1 as of Sep 12, 2025
Mar 30, 20221 then
RAUM +13% over the last fiscal year+11% a year over threeIARs 3 to 4
Practice profile
derived from the filing of Aug 4, 2026; every figure names its basis
- RAUM per advisor
- $28.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 14derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $435,670derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 0.9derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$164M96%
- Individuals$4.2M2.4%
- Corporations and businesses$3.0M1.8%
- Individual clients
- 14reported
- HNW clients
- 69reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 392reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Curt Robert Stauffer | Lancaster, Pa | Aug 26, 2020 | 30 y | 2 |
| Matthew Crenshaw Gropp | Lakewood, Co | Oct 28, 2021 | 13 y | 0 |
| Brian Jeffrey JacksonCertified Financial Planner | Novato, Ca | Sep 4, 2025 | 14 y | 0 |
| Geoffrey Ameen HakimCertified Financial Planner | Novato, Ca | Jan 1, 2026 | 31 y | 0 |
| Kirk Edward Loury | Princeton, Nj | Jun 16, 2026 | 25 y | 1 |
| Nicholas Peter Swanson | Arvada, Co | Jul 1, 2026 | 26 y | 4 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- Robert Mark Hoyt to Vectis CapitalSep 14, 2026 · RIA to a newly registered adviser
- Christopher Clarke Gilmor to Stansberry Asset Management, LLCDec 8, 2022 · RIA to RIA
- Michael John Hall to Kms Financial Services, IncJan 26, 2016 · Other
- Gary James Sipos to SpcJun 20, 2014 · Other
- Michael William Mangino to Advice And Planning ServicesJan 13, 2014 · RIA to affiliated broker-dealer or bank
- Michael Craig Mink to Meritas Advisors, LLCJun 7, 2011 · Other
- Jonathan Gregory Tull to Meritas Advisors, LLCMar 31, 2011 · Other
Joined, latest
- Nicholas Peter Swanson from SavvyJul 1, 2026 · RIA to RIA
- Kirk Edward Loury from Concord Equity Group Advisors, LLCJun 16, 2026 · Other
- Robert Mark Hoyt from Blue Hall CapitalSep 5, 2021 · Other
- Gary James Sipos from Cypress Partners, LLCMar 11, 2014 · Other
- Michael William Mangino from Wells Fargo Investments, LLCJun 14, 2013 · Other
- Michael John Hall from Gbs AdvisorsJun 13, 2013 · Other
- Michael Craig Mink from Citigroup Global Markets Inc.Oct 11, 2006 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Amp I, LP | Hedge Fund | $42.7M | 72 | Oct 1, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Ameen Geoffrey Hakim · Principal/Foundercontrolsince 07/1997 · owns 50% to 75%
- Mark Robert Hoyt · Chief Compliance Officercontrolsince 08/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
- Mcm Amp Funds, LLCpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Novato, Ca · principal | 5 | 2 | 0 | ||
| Lakewood, Co | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 381 to 392Sep 12, 2025 to Mar 30, 2026
- Advisory employees · 7 to 6Sep 12, 2025 to Mar 30, 2026
- Advisory activities · 5 to 4Sep 12, 2025 to Mar 30, 2026
- Corporate clients · unset to 2.0Sep 12, 2025 to Mar 30, 2026
- HNW clients · 61 to 69Sep 12, 2025 to Mar 30, 2026
- Individual clients · 18 to 14Sep 12, 2025 to Mar 30, 2026
- Pension plan clients · 3.0 to unsetSep 12, 2025 to Mar 30, 2026
- State-registered IARs · 3 to 4Sep 12, 2025 to Mar 30, 2026
- Private funds · 1 to unsetSep 12, 2025 to Mar 30, 2026
- Discretionary RAUM · $92.7M to $109MSep 12, 2025 to Mar 30, 2026
- HNW RAUM · $134M to $164MSep 12, 2025 to Mar 30, 2026
- Individual RAUM · $8.4M to $4.2MSep 12, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $58.5M to $61.4MSep 12, 2025 to Mar 30, 2026
- Pension RAUM · 9011743.0 to unsetSep 12, 2025 to Mar 30, 2026
- RAUM · $151M to $171MSep 12, 2025 to Mar 30, 2026
- Accounts · 337 to 381Jul 3, 2024 to Mar 26, 2025
- Advisory employees · 6 to 7Jul 3, 2024 to Mar 26, 2025
- HNW clients · 57 to 61Jul 3, 2024 to Mar 26, 2025
- Individual clients · 15 to 18Jul 3, 2024 to Mar 26, 2025
- Employees · 6 to 7Jul 3, 2024 to Mar 26, 2025
- Financial planning clients · 1-10 to 1-10Jul 3, 2024 to Mar 26, 2025
- Discretionary RAUM · $85.8M to $92.7MJul 3, 2024 to Mar 26, 2025
- HNW RAUM · $120M to $134MJul 3, 2024 to Mar 26, 2025
- Individual RAUM · $5.7M to $8.4MJul 3, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $47.9M to $58.5MJul 3, 2024 to Mar 26, 2025
- Pension RAUM · $8.3M to $9.0MJul 3, 2024 to Mar 26, 2025
- RAUM · $134M to $151MJul 3, 2024 to Mar 26, 2025
- Related insurance company · true to falseJul 3, 2024 to Mar 26, 2025
- Accounts · 476 to 337Jul 7, 2023 to Mar 29, 2024
- HNW clients · 55 to 57Jul 7, 2023 to Mar 29, 2024
- Individual clients · 13 to 15Jul 7, 2023 to Mar 29, 2024
- Pension plan clients · 4 to 3Jul 7, 2023 to Mar 29, 2024
- Other offices · 5 to 6Jul 7, 2023 to Mar 29, 2024
- Discretionary RAUM · $76.9M to $85.8MJul 7, 2023 to Mar 29, 2024
- HNW RAUM · $111M to $120MJul 7, 2023 to Mar 29, 2024
- Individual RAUM · $5.3M to $5.7MJul 7, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $47.6M to $47.9MJul 7, 2023 to Mar 29, 2024
- Pension RAUM · $7.9M to $8.3MJul 7, 2023 to Mar 29, 2024
- RAUM · $125M to $134MJul 7, 2023 to Mar 29, 2024
- Other offices · 4 to 5Mar 31, 2023 to Jul 7, 2023
Signals
3 dated events
- Robert Mark Hoyt left Mcm Wealth for Vectis Capital (registered 2026-06-16)Sep 14, 2026 · Advisor changed firm · fact
- Christopher Clarke Gilmor left Mcm Wealth for Stansberry Asset Management, Llc (registered 2023-01-23)Dec 8, 2022 · Advisor changed firm · fact
- Mcm Wealth filed its initial SEC registration (Form ADV)Oct 1, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- MCMWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 844-626-4949reportedpublic record, Form ADV, Aug 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $24.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026