Investment adviser · CRD 146362
THE MARSHALL FINANCIAL GROUP LLC
Investment adviser filing (IA)
HUNT VALLEY, MD, United States · Form ADV filed Apr 8, 2026
- Regulatory AUM
- $736M Form ADV · Item 5.F
- Client accounts
- 2,667 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 10 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 |
|---|---|---|---|
| High-net-worth individuals | 166 | $389,269,875 | 52.9% |
| Individuals | 828 | $282,825,968 | 38.4% |
| Retirement plans | 11 | $25,134,295 | 3.4% |
| Insurance companies | 5 | $20,649,609 | 2.8% |
| Charities | Fewer than 5 | $11,914,946 | 1.6% |
| Corporations & businesses | 6 | $5,777,542 | 0.8% |
Filing source
Form ADV 2092032 · Apr 8, 2026 · 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: Apr 8, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Subscription
Principal office
225 SCHILLING CIRCLE, SUITE 295HUNT VALLEY, MD, 21031, United States
CRD 146362
Filing source
Form ADV 2092032 · Apr 8, 2026 · 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.