KIRR, MARBACH & COMPANY, LLC

RIASEC RegisteredEst. 1975

Total AUM

$588M

Discretionary

$588M

100% of AUM

Avg account

$2.1M

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: COLUMBUS, Indiana
CRD number: 104634
Registered since: June 2, 1975
Website: kirrmar.com
Custodians: HORIZON BANK, N.A., CHARLES SCHWAB & CO., INC., NATIONAL BANK OF INDIANAPOLIS
Fee structure: Percentage of AUM
Client types: HNWI59.2%
Investment Companies18.75%
Individuals6.67%
State / Municipal Government5.48%
Corporations / Businesses4.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Kirr, Marbach & Company, LLC is an independent registered investment adviser that emphasizes equity-focused portfolio management and financial planning for individuals, families and institutions. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management across individual and separately managed accounts, in addition to managing assets for investment companies and other businesses. Kirr, Marbach publishes periodicals or newsletters as part of its client communications. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded positions within SMA-style portfolios. The firm is not positioned as a capital allocator to external private fund managers and does not present itself as an active ESG investor. Its advisory scope includes financial planning, portfolio management for small businesses and institutions, and publication services.