Investment adviser · CRD 289136
MARCADO ASSET MANAGEMENT LLC
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Nov 21, 2025
- Regulatory AUM
- $26.8M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 47 | $26,800,000 | 100.0% |
Filing source
Form ADV 2023925 · Nov 21, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 21, 2025. View historical filings
Reported services
Pension consulting
Compensation
Hourly · Fixed
Principal office
4940 BROADWAY STREET, SUITE 217SAN ANTONIO, TX, 78209, United States
CRD 289136
Filing source
Form ADV 2023925 · Nov 21, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.