# Segal Marco Advisors

> 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.

- CRD: 114687
- Filed as: SEGAL MARCO ADVISORS
- Legal name: Segal Advisors, Inc.
- Also doing business as: SEGAL MARCO ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114687
- AdvisorCensus page: https://advisorcensus.com/firm/segal-marco-advisors-new-york-ny-114687

## Quick answers

**How is Segal Marco Advisors compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Segal Marco Advisors located?**
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).

**Is Segal Marco Advisors registered with the SEC or a state?**
Segal Marco Advisors is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 114687.

**How much does Segal Marco Advisors manage?**
Segal Marco Advisors reports $50,152,300,240 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (26% discretionary).

**How have Segal Marco Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Segal Marco Advisors serve?**
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).

**Does Segal Marco Advisors 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/114687

**What changed in Segal Marco Advisors' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,152,300,240
- Discretionary: $12,911,162,844
- Non-discretionary: $37,241,137,396

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $2,466,726,701 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 74 | $43,443,467,111 |
| Charitable organizations | 4 | $209,616,461 |
| State or municipal government entities (including government pension plans) | 6 | $747,097,971 |
| Other | 41 | $3,285,391,996 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2002 (23 years)
- Employees: 112 total, 103 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Atlanta, GA
- Ballsbridge Dublin
- Boston, MA
- Braintree, MA
- Chicago, IL
- Cleveland, OH
- Farmington, CT
- Greenwood Village, CO
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- [segalmarco.com](https://segalmarco.com)
- LinkedIn @SEGAL-MARCO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $27,349,067,261 | 115 | June 15, 2021 |
| October 2022 | $29,945,560,653 | 107 | June 23, 2022 |
| October 2023 | $26,213,846,551 | 116 | June 27, 2023 |
| October 2024 | $31,926,819,481 | 116 | July 17, 2024 |
| October 2025 | $37,521,300,750 | 112 | June 25, 2025 |
| October 2026 | $50,152,300,240 | 112 | August 6, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Segal Marco Advisors (CRD 114687): Form ADV filing data as of October 2026.