{
  "crd_number": 141883,
  "slug": "markowski-investments-141883",
  "primary_business_name": "MARKOWSKI INVESTMENTS",
  "legal_name": "MARKOWSKI BROTHERS HOLDING CORPORATION",
  "dbas": [
    "CHERRY WEALTH MANAGEMENT",
    "FRESHOUR FINANCIAL",
    "SC CARE AND ASSOCIATES",
    "TDW FINANCIAL STRATEGIES",
    "TRUTH OF INVESTING"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-02-13",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 473861678.0,
  "raum_discretionary": 473861678.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 183496449.0,
      "count": 1108
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 16796368.0,
      "count": 29
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 270216652.0,
      "count": 119
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 3352209.0,
      "count": 19
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://minvest.com",
    "https://truthofinvesting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141883",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/markowski-investments-141883",
  "display_name": "Markowski Investments",
  "summary": "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.",
  "citation": "AdvisorCensus. Markowski Investments (CRD 141883): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Markowski Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Markowski Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Markowski Investments charge?",
      "a": "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."
    },
    {
      "q": "Is Markowski Investments registered with the SEC or a state?",
      "a": "Markowski Investments is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 141883."
    },
    {
      "q": "How much does Markowski Investments manage?",
      "a": "Markowski Investments reports $473,861,678 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Markowski Investments' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Markowski Investments serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Markowski Investments use?",
      "a": "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."
    },
    {
      "q": "Does Markowski Investments report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Markowski Investments' recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 273794653.0,
      "total_employees": 15,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 352837153.0,
      "total_employees": 15,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 267886027.0,
      "total_employees": 15,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 325014878.0,
      "total_employees": 9,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 410207663.0,
      "total_employees": 11,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 473861678.0,
      "total_employees": 11,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $250,000",
        "rate": "1.5%"
      },
      {
        "band": "$250,001 to $3,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$3,000,001 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $10,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "Principal Amount   Annual Fee\n$0 - $250,000    1.50%\n$250,001 - $3,000,000   1.25%\n$3,000,001 - $10,000,000  1.00%\nAbove $10,000,000   Negotiated"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 250000.0,
          "rate_pct": 1.5
        },
        {
          "min": 250001.0,
          "max": 3000000.0,
          "rate_pct": 1.25
        },
        {
          "min": 3000001.0,
          "max": 10000000.0,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Principal Amount   Annual Fee\n$0 - $250,000    1.50%\n$250,001 - $3,000,000   1.25%\n$3,000,001 - $10,000,000  1.00%\nAbove $10,000,000   Negotiated"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/markowski-investments-141883.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1108,
      "fewer_than_5": false,
      "raum": 183496449.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 119,
      "fewer_than_5": false,
      "raum": 270216652.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 16796368.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 3352209.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141883",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}