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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marmo Financial Group LLC
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|---|---|
| CRD # | 143816 |
| SEC # | 801-113718 |
| CIK # | 0001964829 |
| AUM | $248.8 M (2025-06-03) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 423-282-0514 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 0.9 | ||
| First Citizens Bancshares Inc /DE/ | 0.6 | ||
| Microsoft Corp | 0.6 | ||
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Aflac Inc | 0.3 | ||
| Nike Inc | 0.3 | ||
| SPDR Gold Trust | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 878 | 92.0 |
| (b) Individuals (high net worth individuals) | 128 | 156.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,710 | 248.8 |
| By Discretionary | ||
| Discretionary | 1,709 | 248.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,710 | 248.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 248.8 | |
| Total | 1,710 | 248.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964829] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copley Investment Management LLC
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|
0.2 | |
|
Hickory Asset Management Inc
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|
OH | 0.2 |
|
Spectrum Strategic Capital Management LLC
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|
OR | 0.2 |
|
Councilmark Asset Management LLC
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|
TN | 0.2 |
|
Caruso McLean & Co Inc
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NY | 0.2 |
|
Octavia Investments LLC
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|
0.2 | |
|
Michael Russo Ltd
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|
IL | 0.2 |
|
Epic Trust Investment Advisors LLC
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|
WA | 0.2 |
|
Delta Capital Management LLC
✚
|
NJ | 0.2 |
|
Gold Medal Waters Inc
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|
0.2 |