# 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.

- CRD: 136075
- Filed as: MCM WEALTH
- Legal name: Marin Capital Management, LLC
- Also doing business as: MCM WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Novato, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136075
- AdvisorCensus page: https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Columbia Private Trust
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $170,782,711
- Discretionary: $109,388,812
- Non-discretionary: $61,393,899

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $4,161,846 |
| High net worth individuals | 69 | $163,580,296 |
| Corporations or other businesses not listed above | 2 | $3,040,569 |

### 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, LA, NJ, PA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcmwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $137,629,793 | 6 | September 28, 2022 |
| October 2023 | $124,500,183 | 6 | July 7, 2023 |
| October 2024 | $133,684,922 | 6 | July 3, 2024 |
| October 2025 | $151,237,610 | 7 | March 26, 2025 |
| October 2026 | $170,782,711 | 7 | August 4, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MCM Wealth (CRD 136075): Form ADV filing data as of October 2026.