Daniel Marcus
Marcus Capital · Northfield, Illinois
Daniel Marcus is a fee-only financial advisor at Marcus Capital in Northfield, Illinois. Marcus Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Marcus Capital |
|---|---|
| Based in | Northfield, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $129.2M across 259 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2091668 |
| Exams passed | Series 63 (1990) · Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marcuscapital.com |
| Profile |
How Daniel's firm compares
- Marcus Capital's average account is about $499,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Daniel
Is Daniel Marcus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Marcus Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Marcus Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Daniel Marcus based?
Daniel Marcus is based in Northfield, Illinois.
Is Daniel Marcus registered with the SEC?
Yes. Daniel Marcus is registered as an investment adviser representative in CA and TX (CRD 2091668), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marcus Capital manage?
Marcus Capital reports $129.2M across 259 accounts in assets under management.
How do I contact Daniel Marcus?
Through Daniel's website, www.marcuscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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