Marest Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encino, CA. Its latest Form ADV filing, dated February 2, 2026, reports $240M in regulatory assets under management, 3 employees, and 120 accounts.
Assets Under Management
$240M
Employees
3
Offices
--
Total Clients
73
Primary office
ENCINO, CA
16255 VENTURA BLVD, SUITE 505, ENCINO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
52
2
HNWI
20.5%
15
3
Corporations
8.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of February 2, 2026
Discretionary100.0%
$240M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$240M
Total Accounts120
10Y AUM Change+$240M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.