Data / Investment advisers / Georgia / Marco Investment Management LLC
Marco Investment Management LLC, Atlanta, GA: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marco Investment Management LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $1.8 billion in regulatory assets under management in its Form ADV filed June 21, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management.
The request: Watch Marco Investment Management LLC (CRD number 108170): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108170
- SEC file number
- 801-55605
- SEC status
- Approved, effective June 8, 1998
- Main office
- 1100 Atlanta Financial Center 3353 Peachtree Road Ne, Atlanta, GA 30326
- Phone
- (404) 504-8600
- Website
- marcoinv.com
- Regulatory AUM
- $1,766,627,795 in the Form ADV filed June 21, 2026
- Discretionary AUM
- $1,766,627,795
- Accounts
- 694
- Employees
- 10, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $1.39 billion |
| Charitable organizations | Fewer than 5 | $124.7 million |
| Corporations or other businesses | Fewer than 5 | $114.5 million |
| State or municipal government entities | Fewer than 5 | $103.8 million |
| Individuals (other than high net worth individuals) | 81 | $34.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $1.77 billion | June 21, 2026 |
| April 1, 2026 | $1.77 billion | March 30, 2026 |
| December 1, 2025 | $1.73 billion | November 24, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Grotto Capital, LLC | Atlanta | $2.10 billion | 1 | adviserinfo.sec.gov |
| Cahaba Wealth Management, Inc. | Atlanta | $2.06 billion | Not listed | adviserinfo.sec.gov |
| Aff Fund Manager, LLC | Atlanta | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Timberland Investment Resources, LLC | Atlanta | $1.98 billion | 6 | adviserinfo.sec.gov |
| Shapiro Capital Management LLC | Atlanta | $1.97 billion | Not listed | adviserinfo.sec.gov |
| Argonne Capital Group, LLC | Atlanta | $1.68 billion | 19 | adviserinfo.sec.gov |
| CPC Advisors, LLC | Atlanta | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Primus Capital Partners, Inc. | Atlanta | $1.67 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Marco Investment Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.