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| Marmo Financial Group LLC
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|---|---|
| CRD # | 143816 |
| SEC # | 801-113718 |
| CIK # | 0001964829 |
| AUM | 295.2 M (2026-03-27) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 423-282-0514 |
| Address | 801 Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 1.3 | ||
| Nvidia Corp | 0.7 | ||
| First Citizens Bancshares Inc /DE/ | 0.6 | ||
| Credit Suisse AG | 0.6 | ||
| Apple Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Aflac Inc | 0.4 | ||
| SPDR Gold Trust | 0.3 | ||
| General Dynamics Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 72.3 |
| (b) Individuals (high net worth individuals) | 225 | 199.3 |
| (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 | 10 | 23.6 |
| (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 | 1,628 | 295.2 |
| By Discretionary | ||
| Discretionary | 1,627 | 295.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,628 | 295.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.2 | |
| Total | 1,628 | 295.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964829] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TX | 295.7 M |
|
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|
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Pilgrims Capital Advisors Inc
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|
Madison Park Capital Advisors LLC
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|
Wall Capital Group Inc
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AZ | 294.7 M |
|
Bright Futures Wealth Management LLC
✚
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