Marest Capital, LLC

Marest Capital, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Encino, California. On its latest Form ADV, filed February 2, 2026, it reports $240M in regulatory assets under management, 67 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	315958 · SEC file 801-123440
Office	16255 Ventura Blvd Suite 505 Encino, CA 91436
Phone	(818) 216-4900
Website	www.marestcapital.com
Regulatory assets under management	$240M
Individual clients	52 non-high-net-worth, 15 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	3
Disciplinary disclosures	None reported
Latest Form ADV filing	February 2, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Encino

• Navalign, LLC $732M
• Wealth Management Partners of Los Angeles $25M
• Goodstein Wealth Management LLC $114M
• Financial Planning for Generations, Inc. Not reported
• Heyman Wealth Management, LLC $115M
• Portfolio Design Labs, LLC $625M

See all 9 fee-only advisers in Encino →

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