MARSHALL INVESTMENT MANAGEMENT, LLC
C38
CRD 174817·SEC 801-117304·GREENWOOD VILLAGE, CO
AUM
$298.0M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$894K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $100.6M
'21 · $106.9M
'22 · $237.5M
'23 · $237.5M
'25 · $264.1M
'26 · $298.0M
'20'26
$100.6M → $298.0M▲ +196%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 8 advisors
'20'26
4 advisors → 8 advisors▲ +100%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10822 WEST TOLLER DRIVESUITE 195LITTLETON, CO 80127
Business
10822 WEST TOLLER DRIVESUITE 195LITTLETON, CO 80127
Edgar Recent Filings
13F-HR2026-05-08 · 0001420506-26-000857
13F-HR2026-02-09 · 0001420506-26-000223