Marketocracy Masters Capital Management LLC

Marketocracy Masters, Inc., operating as Marketocracy Masters Capital Management, LLC, was established in May 2021 and is an internet-based registered investment advisor. The firm's principal owner is Glen Brownworth. Marketocracy offers algorithm-based investment advisory services through its interactive website, where clients input their financial details and goals. The algorithm creates and manages portfolios based on client inputs, with the option for clients to override recommendations. Marketocracy maintains discretion over client accounts. As of December 31, 2024, the firm manages $3,497,162 in discretionary assets. Fees are charged based on a percentage of assets under management, ranging from 0.95% to 0.25% annually, with a minimum initial investment of $500. Marketocracy does not charge performance-based fees. Clients may not place restrictions on their accounts. The firm uses various investment strategies and securities, including stocks, ADRs, options, ETFs, mutual funds, and fixed income, with a focus on long-term investing. Marketocracy emphasizes risk management and provides personalized recommendations based on client information. Clients are responsible for updating their information regularly. Marketocracy does not have any disciplinary events and does not engage in soft dollar arrangements. The firm has discretionary authority over client investments and does not vote on client securities. Marketocracy does not maintain physical custody of client accounts but ensures assets are held at an independent custodian.