# 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.

- CRD: 108170
- Filed as: MARCO INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: June 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108170
- AdvisorCensus page: https://advisorcensus.com/firm/marco-investment-management-llc-atlanta-ga-108170

## Quick answers

**How 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.

**How much does Marco Investment Management LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,766,627,795
- Discretionary: $1,766,627,795
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $34,343,452 |
| High net worth individuals | 185 | $1,389,299,097 |
| Charitable organizations | Fewer than 5 | $124,732,271 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $103,787,684 |
| Corporations or other businesses not listed above | Fewer than 5 | $114,465,291 |

### 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: 1998 (28 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, NC, NH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marcoinv.com
- LinkedIn @MARCO-INVESTMENT-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,008,345,568 | 10 | March 30, 2021 |
| October 2022 | $1,360,813,330 | 10 | March 15, 2022 |
| October 2023 | $1,197,992,121 | 9 | April 24, 2023 |
| October 2024 | $1,337,378,640 | 9 | August 21, 2024 |
| October 2025 | $1,561,855,720 | 9 | March 28, 2025 |
| October 2026 | $1,766,627,795 | 10 | June 21, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marco Investment Management LLC (CRD 108170): Form ADV filing data as of October 2026.