Lisa Boyd
Marcus Capital · Northfield, Illinois
Lisa Boyd is a fee-only financial advisor at Marcus Capital in Northfield, Illinois, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5428526 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marcuscapital.com |
How Lisa'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 Lisa
Is Lisa Boyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Marcus Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Boyd based?
Lisa Boyd is based in Northfield, Illinois.
What credentials does Lisa Boyd hold?
Lisa Boyd holds the CFP credential.
Is Lisa Boyd registered with the SEC?
Yes. Lisa Boyd is registered as an investment adviser representative in CA (CRD 5428526), 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 Lisa Boyd?
Through Lisa'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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