SourcingSourcing

MARIETTA INVESTMENT PARTNERS, LLC

C28
CRD 108479·SEC 801-57179·MILWAUKEE, WI
AUM
$683.7M
$500M-$1B
Est. Revenue
$6.8M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARIETTA INVESTMENT PARTNERS, LLC
CRD
108479
SEC file #
801-57179
EIN
391982828
DBA names
—

Economics

AUM
$683.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$391.6M → $683.7M▲ +75%
Client mix
Individuals Other82
Individuals High Net Worth55
Charitable Organizations10

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
mariettallc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALLMON, MARY, THERESA
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
ALLMON, MARY, THERESA
BROOK, LORI, JEAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MARIETTALLC.COM
Rdap Domain Creation Date
2000-02-03T17:23:08Z
Rdap Firm Age Years
26
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
No

SEC EDGAR

Edgar Cik
0001114702
Edgar Registered
Yes
Edgar Filing Count
107
Edgar First Filing Date
2000-05-15
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
105
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0000892712-26-000221

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
833 EAST MICHIGAN STREETSUITE 980MILWAUKEE, WI 53202
Business
833 EAST MICHIGAN STREETSUITE 980MILWAUKEE, WI 53202
Edgar EIN
391982828
Edgar Recent Filings
13F-HR2026-04-28 · 0000892712-26-000221
13F-HR2026-02-10 · 0000892712-26-000074
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-03T17:23:08Z
Rdap Domain Last Changed
2024-12-05T08:10:25Z
Rdap Nameservers
Ns67.worldnic.comNs68.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
6037044
Trust Company Affiliate
No

People (7)

7
ALLMON, MARY, THERESA
IAR · Direct Owner · 17.5%
6037044
SMUCKER, JONATHAN, ANDREW
IAR · Direct Owner · 17.5%
6163725
EVANS, CHARLES, PATRICK
IAR · Direct Owner · 17.5%
6172611
BROOK, LORI, JEAN
IAR · Direct Owner · 17.5%
3213024
GRAMS, AMANDA, K
IAR · Direct Owner · 17.5%
7174238
DRAPER, ROBERT, CHRISTOPHER
IAR · Direct Owner · 17.5%
6172609
JOHN THADEWALD EVANS
IAR
851671