# The Marin Group Inc.

> The Marin Group Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 125217
- Filed as: THE MARIN GROUP INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125217
- AdvisorCensus page: https://advisorcensus.com/firm/the-marin-group-inc-atlanta-ga-125217

## Quick answers

**How is The Marin Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), The Marin Group Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does The Marin Group Inc. charge?**
Its Form ADV Part 2A brochure dated August 7, 2026 states: Flat fee: $2,500 (a financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Marin Group Inc. located?**
The Marin Group Inc.'s principal office is in Atlanta, GA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Marin Group Inc. registered with the SEC or a state?**
The Marin Group Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125217.

**How much does The Marin Group Inc. manage?**
The Marin Group Inc. reports $128,065,838 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does The Marin Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (112); high net worth individuals (30).

**Which custodians does The Marin Group Inc. use?**
The Marin Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Marin Group Inc. 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/125217

**What changed in The Marin Group Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

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

- Flat fee: $2,500 (a financial plan)

> We charge a fixed fee for a financial plan of $2,500.00. At the beginning of the engagement we collect $500.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $128,065,838
- Discretionary: $128,065,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $29,330,976 |
| High net worth individuals | 30 | $98,734,862 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Charleston, SC

### Websites listed on Form ADV (Item 1.I)
- [maringroup.com](https://maringroup.com)

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Marin Group Inc. (CRD 125217): Form ADV filing data as of October 2026.