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| Happy Holidays!! thanks for using AUM13F!! |
| Marotta Asset Management Inc
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| CRD # | 115645 |
| SEC # | 801-62848 |
| CIK # | 0001802091 |
| AUM | $603.8 M (2025-03-28) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 434-244-0000 |
| Address | 1000 Ednam Center Charlottesville, VA 22903-4615 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 59.9 |
| (b) Individuals (high net worth individuals) | 179 | 523.4 |
| (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 | 19.7 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 1,995 | 603.8 |
| By Discretionary | ||
| Discretionary | 1,835 | 573.2 |
| Non-Discretionary | 160 | 30.6 |
| Total | 1,995 | 603.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.8 | |
| Total | 1,995 | 603.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802091] |
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TN | 0.6 |
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UT | 0.6 |
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New England Capital Financial Advisors LLC
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