Wealth manager, independent · Atlanta, GA
The Marin Group Inc.
SEC-registered investment adviser · CRD 125217 · SEC 801-136949
At a glance
The Marin Group Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $128 million in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 142 individual clients. By Form ADV it is a wealth manager, ranked 7,469th of 8,915 wealth managers and 14,428th of 17,210 SEC-registered advisers by assets.
Main office 404-607-8014maringroup.comAs filed on Form ADV
- Regulatory AUM
- $128M
- Rank among wealth managers
- #7,469 of 8,915
- Rank among all SEC RIAs
- #14,428 of 17,210
- Rank in Georgia
- #287 of 331
- Individual clients
- 142
- High-net-worth clients
- 30
- Accounts
- 147
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Gary L. GeraldPresident
- H. A. MaierVice President
- Dianne M. MartinChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 30 | $99M | 77% |
| Individuals | 112 | $29M | 23% |
Disciplinary disclosures
The Marin Group Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗maringroup.com ↗
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The full record on The Marin Group Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff from each filing
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- Growth over one, three and five years
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- Rank against 4,958 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does The Marin Group Inc. manage?
The Marin Group Inc. reports $128 million in regulatory assets under management across 147 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 7, 2026.
What kind of firm is The Marin Group Inc.?
The Marin Group Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are The Marin Group Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($99 million, 30 clients); individuals ($29 million, 112 clients).
Does The Marin Group Inc. have any disciplinary history?
The Marin Group Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Marin Group Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →