AdvisorCensus / Financial advisors / Markowski Investments
Markowski Investments
Filed as MARKOWSKI INVESTMENTS · Legal name Markowski Brothers Holding Corporation
Markowski Investments is an SEC-registered investment advisory firm, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Markowski Investments compensated?
On its Form ADV (Item 5.E, October 2026), Markowski Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does Markowski Investments' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $250,000: 1.5% a year; $250,001 to $3,000,000: 1.25% a year; $3,000,001 to $10,000,000: 1% a year; Above $10,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Markowski Investments registered with the SEC or a state?
Markowski Investments is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 141883.
How much does Markowski Investments manage?
Markowski Investments reports $473,861,678 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).
How have Markowski Investments' assets and staff changed since 2021?
In the Form ADV data for Markowski Investments: Regulatory assets under management: $273,794,653 in the October 2021 data and $473,861,678 in the October 2026 data, up 73%. Total employees: 15 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Markowski Investments serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,108); high net worth individuals (119); pension and profit sharing plans (but not the plan participants or government pension plans) (29).
Which custodians does Markowski Investments use?
Markowski Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Markowski Investments 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/141883
What changed in Markowski Investments' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $410,207,663 to $473,861,678 (+16%). Added the business name Cherry Wealth Management. No longer lists an office in Conway, NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.5% |
| $250,001 to $3,000,000 | 1.25% |
| $3,000,001 to $10,000,000 | 1% |
| Above $10,000,000 | See the brochure |
The brochure's wording
Principal Amount Annual Fee $0 - $250,000 1.50% $250,001 - $3,000,000 1.25% $3,000,001 - $10,000,000 1.00% Above $10,000,000 Negotiated
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$473,861,678 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Markowski Brothers Holding Corporation
- Also doing business as
- CHERRY WEALTH MANAGEMENT, FRESHOUR FINANCIAL, SC CARE AND ASSOCIATES, TDW FINANCIAL STRATEGIES, TRUTH OF INVESTING
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2007 (19 years)
- Employees
- Total: 11. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the April 2026 filing
- States registered or notice-filed
-
46 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $473,861,678 | 11 | March 27, 2026 |
| October 2025 | $410,207,663 | 11 | March 24, 2025 |
| October 2024 | $325,014,878 | 9 | May 10, 2024 |
| October 2023 | $267,886,027 | 15 | March 29, 2023 |
| October 2022 | $352,837,153 | 15 | March 8, 2022 |
| October 2021 | $273,794,653 | 15 | March 23, 2021 |
Regulatory assets under management: $273,794,653 in the October 2021 data and $473,861,678 in the October 2026 data, up 73%.
Total employees: 15 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $410,207,663 to $473,861,678 (+16%).
- Added the business name Cherry Wealth Management.
- No longer lists an office in Conway, NH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Markowski Investments (CRD 141883): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/markowski-investments-141883