Nathaniel Cohen
Marest Capital · Encino, California
Nathaniel Cohen is a fee-only financial advisor at Marest Capital in Encino, California. Marest Capital reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marest Capital |
|---|---|
| Based in | Encino, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $239.8M across 120 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8183997 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.marestcapital.com |
How Nathaniel's firm compares
- Marest Capital's average account is about $2.0 million, from its Form ADV (assets managed divided by 120 accounts).
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Questions about Nathaniel
Is Nathaniel Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Marest Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, Marest Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Nathaniel Cohen based?
Nathaniel Cohen is based in Encino, California.
Is Nathaniel Cohen registered with the SEC?
Yes. Nathaniel Cohen is registered as an investment adviser representative in CA (CRD 8183997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marest Capital manage?
Marest Capital reports $239.8M across 120 accounts in assets under management.
How do I contact Nathaniel Cohen?
Through Nathaniel's website, www.marestcapital.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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