Data / Investment advisers / Maryland / The Marshall Financial Group LLC
The Marshall Financial Group LLC, Hunt Valley, MD: $736 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Marshall Financial Group LLC is an SEC registered investment adviser with its main office in Hunt Valley, Maryland and reports $736 million in regulatory assets under management in its Form ADV filed April 8, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 146362
- SEC file number
- 801-117820
- SEC status
- Approved, effective December 18, 2019
- Main office
- 225 Schilling Circle Suite 295, Hunt Valley, MD 21031
- Phone
- (410) 563-1190
- Website
- marshallfinancialgroup.com
- Regulatory AUM
- $735,572,235 in the Form ADV filed April 8, 2026
- Discretionary AUM
- $712,632,103
- Non discretionary AUM
- $22,940,132
- Accounts
- 2,667
- Employees
- 18, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, subscription fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 8, 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 | 166 | $389.3 million |
| Individuals (other than high net worth individuals) | 828 | $282.8 million |
| Pension and profit sharing plans | 11 | $25.1 million |
| Insurance companies | 5 | $20.6 million |
| Charitable organizations | 3 | $11.9 million |
| Corporations or other businesses | 6 | $5.8 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 |
|---|---|---|
| March 2, 2026 | $735.6 million | February 25, 2026 |
| December 1, 2025 | $593 million | November 18, 2025 |
Other advisers in Hunt Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Verdence Capital Advisors, LLC | Hunt Valley | $4.63 billion | Not listed | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | $2.25 billion | 1 | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Marathon Capital Management | Hunt Valley | $790.1 million | Not listed | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
| Perspective Wealth Management | Hunt Valley | $595 million | Not listed | adviserinfo.sec.gov |
| Tufton Capital Management, LLC | Hunt Valley | $463.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hunt Valley, MD
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Marshall Financial Group 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.