Marotta Asset Management Inc

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Assets, Funds, Holdings

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Marotta Asset Management Inc
CRD #115645
SEC #801-62848
CIK #0001802091
AUM $591.2 MM (2024-03-12)
Employees 18 (78% Investors, 0% Brokers)
Phone434-244-0000
Address1000 Ednam Center
Charlottesville, VA 22903-4615
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
60048036024012002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 189 63.6
(b) Individuals (high net worth individuals) 169 507.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 10 18.6
(h) Charitable organizations 2 1.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,987 591.2
By Discretionary
Discretionary 1,844 563.9
Non-Discretionary 143 27.3
Total 1,987 591.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 591.2
Total 1,987 591.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001802091]
Comparable Firms State AUM ($BB)
Pax Financial Group LLC
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FSA Investment Group LLC
FL 0.6
BCWM LLC
KS 0.6
Beacon Financial Advisory LLC
OH 0.6
MELD Financial Inc
AL 0.6
EQ LLC
WA 0.6
Westhill Financial Advisors Inc
CA 0.6
Capvisor Associates LLC
GA 0.6
Altrius Capital Management Inc
NC 0.6
Creative Capital Management Investments LLC
CA 0.6
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