# Marietta Investment Partners, LLC

> Marietta Investment Partners, LLC is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 2000, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 108479
- Filed as: MARIETTA INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108479
- AdvisorCensus page: https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479

## Quick answers

**How is Marietta Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Marietta Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marietta Investment Partners, LLC located?**
Marietta Investment Partners, LLC's principal office is in Milwaukee, WI, according to its Form ADV.

**Is Marietta Investment Partners, LLC registered with the SEC or a state?**
Marietta Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108479.

**How much does Marietta Investment Partners, LLC manage?**
Marietta Investment Partners, LLC reports $683,744,825 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have Marietta Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Marietta Investment Partners, LLC: Regulatory assets under management: $505,815,828 in the October 2021 data and $683,744,825 in the October 2026 data, up 35%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marietta Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (55); charitable organizations (10).

**Which custodians does Marietta Investment Partners, LLC use?**
Marietta Investment Partners, 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 Marietta Investment Partners, 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/108479

**What changed in Marietta Investment Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

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

### 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: $683,744,825
- Discretionary: $683,744,825
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $46,114,241 |
| High net worth individuals | 55 | $575,533,559 |
| Charitable organizations | 10 | $50,955,207 |
| Insurance companies | Fewer than 5 | $4,822,841 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,318,977 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, LA, NH, NY, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mariettallc.com](https://mariettallc.com)
- Facebook @MARIETTAINVESTMENTPARTNERS
- LinkedIn @MARIETTA-INVESTMENT-PARTNERS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $505,815,828 | 8 | March 23, 2021 |
| October 2022 | $594,651,197 | 9 | March 30, 2022 |
| October 2023 | $481,919,213 | 8 | March 30, 2023 |
| October 2024 | $535,555,196 | 8 | March 29, 2024 |
| October 2025 | $605,176,009 | 8 | March 25, 2025 |
| October 2026 | $683,744,825 | 7 | September 16, 2026 |

Regulatory assets under management: $505,815,828 in the October 2021 data and $683,744,825 in the October 2026 data, up 35%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 3.

### April 2026
- Regulatory assets under management went from $605,176,009 to $683,744,825 (+13%).
- Registered or notice-filed in NH, NY, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marietta Investment Partners, LLC (CRD 108479): Form ADV filing data as of October 2026.