# Marian Financial Services, Inc.

> Marian Financial Services, Inc. is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 141456
- Filed as: MARIAN FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141456
- AdvisorCensus page: https://advisorcensus.com/firm/marian-financial-services-inc-141456

## Quick answers

**How is Marian Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Marian Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Marian Financial Services, Inc. registered with the SEC or a state?**
Marian Financial Services, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 141456.

**How much does Marian Financial Services, Inc. manage?**
Marian Financial Services, Inc. reports $13,887,660 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (92% discretionary).

**What types of clients does Marian Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Marian Financial Services, Inc. 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/141456

## 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: $13,887,660
- Discretionary: $12,723,380
- Non-discretionary: $1,164,280

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $11,701,584 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,186,076 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marianfs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marian Financial Services, Inc. (CRD 141456): Form ADV filing data as of October 2026.