{
  "crd_number": 114687,
  "slug": "segal-marco-advisors-new-york-ny-114687",
  "primary_business_name": "SEGAL MARCO ADVISORS",
  "legal_name": "SEGAL ADVISORS, INC.",
  "dbas": [
    "SEGAL MARCO ADVISORS"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-10-02",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-08-06",
  "carried_forward": false,
  "raum_total": 50152300240.0,
  "raum_discretionary": 12911162844.0,
  "raum_non_discretionary": 37241137396.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 112,
  "advisory_employees": 103,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 3285391996.0,
      "count": 41,
      "description": "OTHER BENEFIT PLANS; UNION; STRIKE/LOCKOUT FUNDS"
    },
    "charitable": {
      "raum": 209616461.0,
      "count": 4
    },
    "state_municipal": {
      "raum": 747097971.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 43443467111.0,
      "count": 74
    },
    "pooled_investment_vehicles": {
      "raum": 2466726701.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/SEGAL-MARCO",
    "https://segalmarco.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114687",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/segal-marco-advisors-new-york-ny-114687",
  "display_name": "Segal Marco Advisors",
  "summary": "Segal Marco Advisors is an SEC-registered investment advisory firm in New York, NY, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 6, 2026.",
  "citation": "AdvisorCensus. Segal Marco Advisors (CRD 114687): 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",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Segal Marco Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Segal Marco Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Segal Marco Advisors located?",
      "a": "Segal Marco Advisors' principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 9 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Segal Marco Advisors registered with the SEC or a state?",
      "a": "Segal Marco Advisors is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 114687."
    },
    {
      "q": "How much does Segal Marco Advisors manage?",
      "a": "Segal Marco Advisors reports $50,152,300,240 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (26% discretionary)."
    },
    {
      "q": "How have Segal Marco Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Segal Marco Advisors: Regulatory assets under management: $27,349,067,261 in the October 2021 data and $50,152,300,240 in the October 2026 data, up 83%. Total employees: 115 in October 2021 and 112 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Segal Marco Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (74); other (41); state or municipal government entities (including government pension plans) (6)."
    },
    {
      "q": "Does Segal Marco Advisors 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/114687"
    },
    {
      "q": "What changed in Segal Marco Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 27349067261.0,
      "total_employees": 115,
      "filing_date": "2021-06-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 29945560653.0,
      "total_employees": 107,
      "filing_date": "2022-06-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 26213846551.0,
      "total_employees": 116,
      "filing_date": "2023-06-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 31926819481.0,
      "total_employees": 116,
      "filing_date": "2024-07-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 37521300750.0,
      "total_employees": 112,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 50152300240.0,
      "total_employees": 112,
      "filing_date": "2026-08-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Rogerscasey, a Division of Segal Advisors, Inc..",
        "Employees performing advisory functions went from 86 to 103.",
        "Regulatory assets under management went from $37,521,300,750 to $50,152,300,240 (+34%).",
        "Registered or notice-filed in NM, VT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/segal-marco-advisors-new-york-ny-114687.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2466726701.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 74,
      "fewer_than_5": false,
      "raum": 43443467111.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 209616461.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 747097971.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 41,
      "fewer_than_5": false,
      "raum": 3285391996.0
    }
  ],
  "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/114687",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}