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Marin Financial Advisors LLC

CRD 135872SEC# 801-65355Larkspur, CA
Export (members)
No longer SEC-registered. Marin Financial Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$388.8M
Employees
2
Accounts
161
Location
Larkspur, CA

Marin Financial Advisors LLC assets under management

Marin Financial Advisors LLC is an SEC-registered investment adviser based in Larkspur, CA. It reports $388.8 million in regulatory assets under management and employs 2 people.

Marin Financial Advisors LLC owners & executives

24 reported
NameTitleOwnershipSince
Brad Leighton Long ControlChief Investment OfficerUnder 5%2025
Brett Ronald Schneider ControlDirectorUnder 5%2025
Brian David Powers ControlChief Financial OfficerUnder 5%2025
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Frequently asked questions

How much does Marin Financial Advisors LLC manage?

Marin Financial Advisors LLC reports $388.8 million in regulatory assets under management on its Form ADV.

How many employees does Marin Financial Advisors LLC have?

Marin Financial Advisors LLC reports 2 employees.

Where is Marin Financial Advisors LLC located?

Marin Financial Advisors LLC is based in Larkspur, CA.

Does Marin Financial Advisors LLC disclose fund performance?

Marin Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address80 East Sir Francis Drake Blvd, Suite 1a, Larkspur, CA 94939
Office hours9 a.m. - 5 p.m.
Discloses disciplinary historyNo

Regulatory AUM

$388.8M▼ 20%
Mar '25 — $487.7MApr '25 — $487.7MMay '25 — $487.7MJun '25 — $487.7MJul '25 — $487.7MAug '25 — $487.7MSep '25 — $487.7MOct '25 — $487.7MNov '25 — $487.7MDec '25 — $487.7MJan '26 — $487.7MFeb '26 — $487.7MMar '26 — $388.8MApr '26 — $388.8MMay '26 — $388.8MJun '26 — $388.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$388.8Mregulatory AUM
Discretionary $383.9MNon-discretionary $4.8M