SourcingSourcing

MARCUS CAPITAL, LLC

A65
CRD 130516·SEC 801-132357·NORTHFIELD, IL
AUM
$129.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$388K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARCUS CAPITAL, LLC
CRD
130516
SEC file #
801-132357
EIN
050594417
DBA names
—

Economics

AUM
$129.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.0M → $129.2M▲ +14%
Client mix
Individuals Other56
Individuals High Net Worth42

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NORTHFIELD IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
marcuscapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARCUS, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MARCUS, DANIEL
BOYD, LISA, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARCUSCAPITAL.COM
Rdap Domain Creation Date
2004-01-14T13:30:51Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
34,071
Form 5500 Compensation Trajectory 3y
202534,071
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
34,071
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001662918
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2016-01-13
Edgar Last Filing Date
2018-11-13
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2018-11-13
Accession0001662918-18-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
450 SKOKIE BLVD.SUITE 401NORTHBROOK, IL 60062
Business
450 SKOKIE BLVD.SUITE 401NORTHBROOK, IL 60062
Edgar EIN
050594417
Edgar Recent Filings
13F-HR2018-11-13 · 0001662918-18-000004
13F-HR2018-08-07 · 0001662918-18-000003
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-14T13:30:51Z
Rdap Domain Last Changed
2025-12-16T05:55:06Z
Rdap Nameservers
Ns1.turbify.comNs2.turbify.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2091668
Trust Company Affiliate
No

People (2)

2
MARCUS, DANIEL
IAR · Direct Owner · 87.5%
2091668
BOYD, LISA, A
IAR · Executive Officer · 2.5%
5428526