MARIETTA INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2000
Total AUM
$684M
Discretionary
$684M
100% of AUM
Avg account
$4.5M
Accounts
151
Employees
8
Advisory reps
7

Firm details

Headquarters
MILWAUKEE, Wisconsin
CRD number
108479
Registered since
January 20, 2000
Website
mariettallc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.17%
  • Charitable Organizations7.45%
  • Individuals6.74%
  • Corporations / Businesses0.92%
  • Insurance Companies0.71%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marietta Investment Partners, LLC is an SEC-registered advisory firm founded in 2000 and organized as an LLC with individual ownership. The firm provides discretionary portfolio management to both individuals/families and institutional clients, charging fees based on a percentage of assets under management. Marietta describes itself as an active ESG investor and focuses on equity-oriented solutions — its regulatory filings emphasize portfolio management services for small businesses, individuals and institutions rather than pension consulting or multi-state advisory networks.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 76%, Cash & Cash Equivalents 12%, State & Local Bonds 5%, US Government Bonds 3%, Public Funds/Mutual Funds 3%, Investment Grade Corp Bonds 1%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents12%
  • State & Local Bonds5%
  • US Government Bonds3%
  • Public Funds/Mutual Funds3%

Owners & executives

1 of 1

  • ROBERT DRAPER

    Partner, Portfolio Manager, and Chief Compliance OfficerCRD 6172609

Contacts

3 of 6

  • JONATHAN SMUCKER

    Partner and Portfolio ManagerCRD 6163725

  • CHARLES EVANS

    Partner and DirectorCRD 6172611

  • LORI BROOK

    Partner and Director of Operations and Client ExperienceCRD 3213024

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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 17

Active vs passive

$8.3M in ETFs

Passive

100%

$8.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$1.7M14,19021.03%
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Location

Primary office

MILWAUKEE, WI

MILWAUKEE

Location

MILWAUKEE, WI

Headquartered in MILWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
MILWAUKEE
Address
833 E Michigan St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth