Craig R Marson
Investment adviser representative at 5c Capital Management, LLC
13 yearsExperience
3 statesRegistered in
$648.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- 5c Capital Management, LLCFeb 2017 to now
- Clark Dodge Asset Management, LLCApr 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, NJ).
5c Capital Management, LLC
$648.1MAssets managed
552Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4354868
- Firm CRD
- 284213