MARCO INVESTMENT MANAGEMENT LLC

CRD

108170

SEC file #

801-55605

EIN

582405742

DBA names

—

Economics

AUM

$1.77B

AUM band

$1B+

AUM trajectory

'20 · $832.1M

'21 · $978.2M

'22 · $1.01B

'23 · $1.36B

'25 · $1.73B

'26 · $1.77B

'20'26

$832.1M → $1.77B▲ +113%

sec adv history

Client mix

Individuals High Net Worth	185
Individuals Other	81

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 6 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwabmedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

marcoinv.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MARCO, STEVEN, SCOTT

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MARCO, STEVEN, SCOTT

BURTON, MARK, CODY

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MARCOINV.COM

Rdap Domain Creation Date

1998-05-14T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001080493

Edgar Registered

Yes

Edgar Filing Count

119

Edgar First Filing Date

1999-05-17

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

117

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0001080493-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Charles Schwab

Full

Charles Schwab	8
E*trade	4
Wells Fargo	1

adv brochure

Edgar Addresses

Mailing

3353 PEACHTREE RDSUITE 1100ATLANTA, GA 30326

Business

3353 PEACHTREE RDSUITE 1100ATLANTA, GA 30326

Edgar EIN

582405742

Edgar Recent Filings

13F-HR2026-05-08 · 0001080493-26-000002

13F-HR2026-02-04 · 0001080493-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-05-13T04:00:00Z

Rdap Domain Last Changed

2025-03-14T07:53:46Z

Rdap Nameservers

Ns89.worldnic.comNs90.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

2076950

Trust Company Affiliate