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| Keyboard |
| Markowski Brothers Holding Corporation
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|---|---|
| CRD # | 141883 |
| SEC # | 801-67238 |
| CIK # | |
| AUM | 473.9 M (2026-03-27) |
| Employees | 11 (100% Investors, 0% Brokers) |
| Phone | 813-597-6400 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,108 | 183.5 |
| (b) Individuals (high net worth individuals) | 119 | 270.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 16.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,924 | 473.9 |
| By Discretionary | ||
| Discretionary | 1,924 | 473.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,924 | 473.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.9 | |
| Total | 1,924 | 473.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
G&S Capital LLC
✚
|
CO | 475.6 M |
|
Oneascent Wealth Management LLC
✚
|
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|
Trueblood Wealth Management LLC
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OH | 474.1 M |
|
Spielberger & Brooks Inc
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NY | 473.8 M |
|
Juncture Wealth Strategies LLC
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|
AZ | 473.6 M |
|
Coign Capital Advisors LLC
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|
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|
Blue Water Wealth Inc
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|
OR | 472.8 M |
|
Planned Financial Services LLC
✚
|
OH | 472.5 M |
|
Financial Arcitects Inc
✚
|
MI | 472.5 M |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 472.1 M |