{
  "crd_number": 108170,
  "slug": "marco-investment-management-llc-atlanta-ga-108170",
  "primary_business_name": "MARCO INVESTMENT MANAGEMENT LLC",
  "legal_name": "MARCO INVESTMENT MANAGEMENT LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-06-08",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-06-21",
  "carried_forward": false,
  "raum_total": 1766627795.0,
  "raum_discretionary": 1766627795.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 124732271.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 34343452.0,
      "count": 81
    },
    "state_municipal": {
      "raum": 103787684.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1389299097.0,
      "count": 185
    },
    "corporations_other_businesses": {
      "raum": 114465291.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "NH",
    "TN",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/MARCO-INVESTMENT-MANAGEMENT",
    "https://marcoinv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108170",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170",
  "display_name": "Marco Investment Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Marco Investment Management LLC (CRD 108170): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Marco Investment Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marco Investment Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Marco Investment Management LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Marco Investment Management LLC located?",
      "a": "Marco Investment Management LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Marco Investment Management LLC registered with the SEC or a state?",
      "a": "Marco Investment Management LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108170."
    },
    {
      "q": "How much does Marco Investment Management LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Marco Investment Management LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Marco Investment Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (185); individuals (other than high net worth individuals) (81)."
    },
    {
      "q": "Which custodians does Marco Investment Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Marco Investment Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Marco Investment Management LLC's recent Form ADV filings?",
      "a": "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))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1008345568.0,
      "total_employees": 10,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1360813330.0,
      "total_employees": 10,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1197992121.0,
      "total_employees": 9,
      "filing_date": "2023-04-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1337378640.0,
      "total_employees": 9,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1561855720.0,
      "total_employees": 9,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1766627795.0,
      "total_employees": 10,
      "filing_date": "2026-06-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5))."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AL."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $1,561,855,720 to $1,726,524,716 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 10000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 34343452.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 185,
      "fewer_than_5": false,
      "raum": 1389299097.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 124732271.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 103787684.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 114465291.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108170",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}