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Chief Compliance Officer · Marcus Capital, LLC

Lisa A Boyd

CRD 5428526 · Named on Form ADV at one SEC-registered adviser

At a glance

Marcus Capital, LLC, an SEC-registered wealth manager based in Northfield, IL with $129 million in regulatory assets, lists Lisa A Boyd on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Marcus Capital, LLCChief Compliance OfficerWealth manager · Northfield, IL · $129M in regulatory assets

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.