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
www.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 LLC that has been advising clients since 2000. The firm operates on a percentage-of-AUM fee model and serves both individual/family clients and institutional/business accounts. Its stated advisory activities focus on discretionary portfolio management for individuals, small businesses and for businesses or institutions. The firm flags itself as an active ESG investor. Ownership is listed as individual and it is not identified as a capital allocator or related adviser.

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

    Robert Draper

    Partner, Portfolio Manager, and Chief Compliance OfficerCRD 6172609

Contacts

3 of 6
  • Jonathan Smucker

    Jonathan Smucker

    Partner and Portfolio ManagerCRD 6163725

  • Charles Evans

    Charles Evans

    Partner and DirectorCRD 6172611

  • Lori Brook

    Lori Brook

    Partner and Director of Operations and Client ExperienceCRD 3213024

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Wealth teams

FINTRX

Newly hired reps

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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