# Gary Gerald

> Gary Gerald is a fee-only financial advisor at Marin Group in Charleston, South Carolina. Gary charges a percentage of assets.

Page: https://find.wellspent.co/advisors/gary-gerald/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Marin Group
- **Based in:** Charleston, South Carolina
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $128.1M across 147 accounts
- **CRD:** 1858283 (https://adviserinfo.sec.gov/individual/summary/1858283)
- **SEC registration:** Investment adviser representative in FL, GA, NC, SC, TN, VA
- **Exams passed:** Series 63 (1993), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.maringroup.com

## Frequently asked questions

### Is Gary Gerald a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Marin Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gary charge for financial advice?

Gary charges a percentage of assets.

### Where is Gary Gerald based?

Gary Gerald is based in Charleston, South Carolina.

### Is Gary Gerald registered with the SEC?

Yes. Gary Gerald is registered as an investment adviser representative in FL, GA, NC, SC, TN and VA (CRD 1858283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marin Group manage?

Marin Group reports $128.1M across 147 accounts in assets under management.

### How do I contact Gary Gerald?

Through Gary's website, www.maringroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1858283): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://maringroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.