AdvisorCensus / Financial advisors / California / San Francisco / MCM Wealth
MCM Wealth is an SEC-registered investment advisory firm in Novato, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.
Quick answers
From the filingHow is MCM Wealth compensated?
On its Form ADV (Item 5.E, October 2026), MCM Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does MCM Wealth charge?
Its Form ADV Part 2A brochure dated July 7, 2026 states: Hourly rate: $500 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is MCM Wealth located?
MCM Wealth's principal office is in Novato, CA, according to its Form ADV.
Is MCM Wealth registered with the SEC or a state?
MCM Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 136075.
How much does MCM Wealth manage?
MCM Wealth reports $170,782,711 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (64% discretionary).
How have MCM Wealth's assets and staff changed since 2022?
In the Form ADV data for MCM Wealth: Regulatory assets under management: $137,629,793 in the October 2022 data and $170,782,711 in the October 2026 data, up 24%. Total employees: 6 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does MCM Wealth serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (14); corporations or other businesses not listed above (2).
Which custodians does MCM Wealth use?
MCM Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Columbia Private Trust and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does MCM Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136075
Does MCM Wealth state an account minimum?
Its Form ADV Part 2A brochure dated July 7, 2026 says: "The minimum account size that the firm will accept is $2,000,000; however, this minimum account requirement may be waived by MCM at its discretion."
What changed in MCM Wealth's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size that the firm will accept is $2,000,000; however, this minimum account requirement may be waived by MCM at its discretion.
Hourly rate: $500 an hour (financial planning)
The brochure's wording
For clients with less than one million dollars in investible assets, MCM may charge an hourly fee of $500 an hour for financial planning .
As stated in the firm's Form ADV Part 2A brochure dated July 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$170,782,711 as of October 2026, filing dated August 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Marin Capital Management, LLC
- Also doing business as
- MCM WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $170,782,711 | 7 | August 4, 2026 |
| October 2025 | $151,237,610 | 7 | March 26, 2025 |
| October 2024 | $133,684,922 | 6 | July 3, 2024 |
| October 2023 | $124,500,183 | 6 | July 7, 2023 |
| October 2022 | $137,629,793 | 6 | September 28, 2022 |
Regulatory assets under management: $137,629,793 in the October 2022 data and $170,782,711 in the October 2026 data, up 24%.
Total employees: 6 in October 2022 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in PA.
- August 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Registered or notice-filed in NJ.
- April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $151,237,610 to $170,782,711 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. MCM Wealth (CRD 136075): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075