MARCO INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 1998
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$2.5M
Accounts
697
Employees
9
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
108170
Registered since
June 8, 1998
Website
www.marcoinv.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI78.51%
  • Charitable Organizations7.04%
  • Corporations / Businesses6.46%
  • State / Municipal Government5.86%
  • Individuals1.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marco Investment Management LLC is an independent, SEC-registered registered investment adviser that has operated since 1998. The firm is structured as an LLC and is owner-managed. Its client mix is focused on individuals and families, and it charges fees based on a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm reports a clear tilt toward traditional equity investing and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Investment Grade Corp Bonds 11%, US Government Bonds 5%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 3%, State & Local Bonds 2%, Derivatives 1%73%
  • Exchange Traded Equities73%
  • Investment Grade Corp Bonds11%
  • US Government Bonds5%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1

  • MARK BURTON

    Chief Compliance OfficerCRD 6472590

Contacts

3 of 5

  • KENNETH EZELL

    Executive Vice President, Portfolio ManagerCRD 1233609

  • DAVID MCBRIDE

    Portfolio ManagerCRD 3025522

  • STEVEN MARCO

    Portfolio ManagerCRD 2076950

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$108M in ETFs

Passive

99%

$106M

Active

<1%

$1.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK GOLD MINERS ETF (GDX)VanEckPassiveEquity Precious Metals$18.8M204,71117.45%
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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
1100 Atlanta Financial Ctr Peacht Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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