# Markle Financial LLC

> Markle Financial LLC is an SEC-registered investment advisory firm in Laramie, WY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 302088
- Filed as: MARKLE FINANCIAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Laramie, WY
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/302088
- AdvisorCensus page: https://advisorcensus.com/firm/markle-financial-llc-laramie-wy-302088

## Quick answers

**How is Markle Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Markle Financial LLC 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.

**Where is Markle Financial LLC located?**
Markle Financial LLC's principal office is in Laramie, WY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Markle Financial LLC registered with the SEC or a state?**
Markle Financial LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302088.

**How much does Markle Financial LLC manage?**
Markle Financial LLC reports $141,212,159 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (95% discretionary).

**How have Markle Financial LLC's assets and staff changed since 2021?**
In the Form ADV data for Markle Financial LLC: Regulatory assets under management: $132,445,540 in the October 2021 data and $141,212,159 in the October 2026 data, up 7%. Total employees: 5 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 Markle Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (47); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Markle Financial LLC use?**
Markle Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Investments Distribution Co. as a custodian holding 10% or more of its separately managed account assets.

**Does Markle Financial 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/302088

**What changed in Markle Financial LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $121,576,391 to $141,212,159 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- SEI Investments Distribution Co.

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: $141,212,159
- Discretionary: $134,815,592
- Non-discretionary: $6,396,567

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $54,050,809 |
| High net worth individuals | 47 | $80,664,783 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,396,567 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NE, PA, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Lancaster, PA

### Websites listed on Form ADV (Item 1.I)
- marklefinancial.com
- Facebook @marklefinancial
- Instagram @marklefinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $132,445,540 | 5 | September 10, 2021 |
| October 2022 | $149,752,477 | 8 | July 14, 2022 |
| October 2023 | $142,606,650 | 4 | September 15, 2023 |
| October 2024 | $97,301,261 | 4 | August 20, 2024 |
| October 2025 | $121,576,391 | 6 | June 5, 2025 |
| October 2026 | $141,212,159 | 7 | June 23, 2026 |

Regulatory assets under management: $132,445,540 in the October 2021 data and $141,212,159 in the October 2026 data, up 7%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $121,576,391 to $141,212,159 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Markle Financial LLC (CRD 302088): Form ADV filing data as of October 2026.