Marest Capital, LLC logo

Marest Capital, LLC

Updated today

Client assets under management

$234,511,379

Clients

67

22% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

34

Low

Average account size

$3,500,170

About

Marest Capital, LLC advises individual and high‑net‑worth clients, providing discretionary portfolio management through a Wrap Comprehensive Portfolio Management program and referrals to third‑party money managers. The firm reports managing about $240 million for 67 clients and offers individualized investment advice for wrapped accounts.

The firm’s investment process combines asset‑allocation approaches with fundamental, qualitative, cyclical and sector analysis, and may employ both long‑ and short‑term purchases depending on client objectives and risk tolerance. It performs due diligence and ongoing monitoring of third‑party managers it refers and uses discretionary authority to implement client investment strategies within agreed restrictions.

Noteworthy features include an affiliation with licensed real estate agents and an affiliated entity through which the firm may recommend or be invested in real estate private funds, and its role as a wrap fee program sponsor — both of which the brochure identifies as potential conflicts of interest. The firm also discloses a custodial relationship centered on LPL Financial (including disclosed transition assistance), and that it provides bill‑pay and power‑of‑attorney services for some clients, leading to situations where it is deemed to have custody of client assets.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Real estate investing

Main office location

Marest Capital, LLC

16255 Ventura Blvd, Suite 505

Encino CA 91436, United States

Number of offices

1

Most active in

Arizona · California · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul C

Series 65

Encino, CA

Marest Capital, LLC

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

Wealth management Passive / index investing Active portfolio management Real estate investing
user avatar

Benjamin C

Series 65

Encino, CA

Marest Capital, LLC

Benjamin Cohen is a financial advisor at Marest Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked in real estate as a licensed agent since 2022. Prior to joining Marest Capital in 2023, he worked at several real estate firms including Levine Realtors, SBH Real Estate, and Coldwell Banker. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management through a wrap comprehensive portfolio management program and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and performs ongoing due diligence of its recommended managers.

Wealth management Passive / index investing Active portfolio management Real estate investing
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