AdvisorCensus / Financial advisors / Georgia / Atlanta / Marco Investment Management LLC
Marco Investment Management LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 21, 2026.
Quick answers
From the filingHow is Marco Investment Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Marco Investment Management LLC reports these compensation arrangements: a percentage of assets under its management.
What does Marco Investment Management LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Marco Investment Management LLC located?
Marco Investment Management LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Marco Investment Management LLC registered with the SEC or a state?
Marco Investment Management LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108170.
How much does Marco Investment Management LLC manage?
Marco Investment Management LLC reports $1,766,627,795 in regulatory assets under management in its Form ADV filing dated June 21, 2026 (100% discretionary).
How have Marco Investment Management LLC's assets and staff changed since 2021?
In the Form ADV data for Marco Investment Management LLC: Regulatory assets under management: $1,008,345,568 in the October 2021 data and $1,766,627,795 in the October 2026 data, up 75%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Marco Investment Management LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (185); individuals (other than high net worth individuals) (81).
Which custodians does Marco Investment Management LLC use?
Marco Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Marco Investment Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108170
What changed in Marco Investment Management LLC's recent Form ADV filings?
In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $10,000,000 | 0.75% |
| Above $10,000,000 | 0.5% |
The brochure's wording
The annual fee schedule, based on a percentage of assets under management, is as follows: First $2,000,000 1.00% Next $8,000,000 0.75% Remainder over $10,000,000 0.50%
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,766,627,795 as of October 2026, filing dated June 21, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1998 (28 years)
- Employees
- Total: 10. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,766,627,795 | 10 | June 21, 2026 |
| October 2025 | $1,561,855,720 | 9 | March 28, 2025 |
| October 2024 | $1,337,378,640 | 9 | August 21, 2024 |
| October 2023 | $1,197,992,121 | 9 | April 24, 2023 |
| October 2022 | $1,360,813,330 | 10 | March 15, 2022 |
| October 2021 | $1,008,345,568 | 10 | March 30, 2021 |
Regulatory assets under management: $1,008,345,568 in the October 2021 data and $1,766,627,795 in the October 2026 data, up 75%.
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).
- January 2026
- No longer registered or notice-filed in AL.
- December 2025
- Regulatory assets under management went from $1,561,855,720 to $1,726,524,716 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Marco Investment Management LLC (CRD 108170): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170