# MARIN FINANCIAL ADVISORS LLC

MARIN FINANCIAL ADVISORS LLC of LARKSPUR, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135872
- Type: SEC-registered investment adviser
- SEC file number: 801-65355
- Location: 80 EAST SIR FRANCIS DRAKE BLVD, SUITE 1A, LARKSPUR, CA, 94939
- Phone: 415-925-1212
- Latest filing: 2026-03-18
- Regulatory AUM: $388.8M
- Discretionary AUM: $383.9M
- Non-discretionary AUM: $4.8M
- Clients: 2
- Accounts: 161

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Edward George O'Malley | DIRECTOR | New York, NY |
| Michael Joseph Moriarty | CHIEF INVESTMENT OFFICER | — |
| Brett Ronald Schneider | DIRECTOR | — |
| Eric Matthew Sontag | PRESIDENT; PRESIDENT AND CHIEF OPERATIONS OFFICER | — |
| Veronica Ei Chun Moo | DIRECTOR | — |
| Brian David Powers | CHIEF FINANCIAL OFFICER | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, WEALTHSPIRE, LP | — |
| Michael J Del Priore | CHIEF COMPLIANCE OFFICER | — |
| Carl Edward Nelson | PRESIDENT, WEALTHSPIRE, LP | — |
| Michael Edmond Goss | DIRECTOR | — |
| Robert Jay Hilzenrath | DIRECTOR | — |
| Channing Olson | CHIEF OPERATIONS OFFICER | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER | — |
| Colin Breuvart Drake | MANAGING DIRECTOR; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Lori Michell Lieser | VICE PRESIDENT | — |
| SHORE DAVID NATHAN | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER; MEMBER / PRINCIPAL | — |
| HARRINGTON TIMOTHY CHARLES | MEMBER/MANAGER | — |
| DRAKE COLIN BREUVART | MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135872/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135872/similar
- Related entities: https://search.stillhousedata.com/firm/135872/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135872

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.