# Borland Marker

> Borland Marker is a state-registered investment advisory firm in Dayton, OH, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 328726
- Filed as: BORLAND MARKER
- Legal name: Marker Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dayton, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328726
- AdvisorCensus page: https://advisorcensus.com/firm/borland-marker-dayton-oh-328726

## Quick answers

**How is Borland Marker compensated?**
On its Form ADV (Item 5.E, October 2026), Borland Marker reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Borland Marker located?**
Borland Marker's principal office is in Dayton, OH, according to its Form ADV.

**Is Borland Marker registered with the SEC or a state?**
Borland Marker is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328726.

**How much does Borland Marker manage?**
Borland Marker reports $97,986,960 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Borland Marker serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (54); individuals (other than high net worth individuals) (24).

**Does Borland Marker report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328726

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $97,986,960
- Discretionary: $97,986,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,673,041 |
| High net worth individuals | 54 | $91,277,383 |
| Corporations or other businesses not listed above | Fewer than 5 | $36,536 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Borland Marker (CRD 328726): Form ADV filing data as of October 2026.