# Marc C Helfrich Registered Investment Advisor

Marc C Helfrich Registered Investment Advisor is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 160051
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160051

## About

MARC C HELFRICH REGISTERED INVESTMENT ADVISOR is a state-registered investment adviser in VAN ALSTYNE, TX. The firm manages approximately $34 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Marc C. Helfrich — Founder and Investment Advisor

## Questions

### Who runs investment decisions at Marc C Helfrich Registered Investment Advisor?

Marc C. Helfrich is the sole named advisor, making all investment decisions for the firm. The firm's structure as a registered investment advisor means he acts as a fiduciary for clients. No other principals are listed in public records.

### What investment stages or asset classes does the firm target?

Public records suggest a focus on traditional asset classes: public equities and fixed income. No exposure to private equity, venture capital, or alternative investments has been documented. The firm does not appear to target any specific market stage or sector.

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Last updated: 2026-06-03T20:00:00.000Z

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