# Marest Capital

Marest Capital is a Bank / Wealth / Trust based in Encino, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Encino, United States
- **Region:** North America
- **Address:** Tarzana, CA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** marestcapital.com
- **LinkedIn:** https://www.linkedin.com/company/marest-capital

## Regulatory record

- **CRD number:** 315958
- **SEC file number:** 801-123440
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315958

## About

Founded in 2018, Marest Capital operates from Tarzana, California, as a registered investment advisor providing asset management, financial planning, and portfolio management. The firm addresses the needs of individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. Marest Capital's service model blends discretionary portfolio management with financial planning, a combination typical of firms targeting clients with complex balance-sheet requirements rather than transactional brokerage needs. The firm's ADV filings, public record, confirm its regulatory posture under the Investment Advisers Act of 1940, enabling it to manage assets on a discretionary basis for trusts and estates — a structure that often appeals to multi-generational family wealth. Specific asset-class allocations and named portfolio holdings are not publicly disclosed. The firm's team size and total regulatory assets under management remain undisclosed. Marest Capital does not publicly list adjacent vehicles such as philanthropic foundations or real-asset arms. As a 2018 vintage, the firm entered the market during a period when RIA formations accelerated, partly driven by wirehouse breakaway teams establishing independent shops. No operational event from the last 24 months has been publicly reported. Marest Capital's structural differentiator lies in its posture as a small, independently owned RIA in a market where many competitors are consolidating into aggregator platforms. This independence allows the firm to operate without product-distribution mandates or corporate-level asset-allocation targets, a structural freedom that can align advisor compensation directly with client outcomes rather than platform economics.

## Questions

### Is Marest Capital a fiduciary?

As a registered investment advisor regulated by the SEC or state authority, Marest Capital operates under a fiduciary standard requiring it to act in its clients' best interests. This contrasts with broker-dealer standards that often permit a suitability obligation. The firm's ADV filings, public record, confirm its fiduciary posture.

### Does Marest Capital manage assets on a discretionary basis?

Yes. Marest Capital's regulatory filings indicate it has discretionary authority to manage client accounts without requiring prior approval for individual transactions. This is common for RIAs offering ongoing portfolio management rather than episodic advisory engagements.

## Related profiles

- [Marcus Foundation](https://altss.com/profile/marcus-foundation)
- [Margaret A. Cargill Philanthropies](https://altss.com/profile/margaret-a-cargill-philanthropies-macp)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/marest-capital

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology