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| The Marshall Financial Group LLC
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|---|---|
| CRD # | 146362 |
| SEC # | 801-117820 |
| CIK # | 0001841496, 0002022427 |
| AUM | 735.6 M (2026-04-08) |
| Employees | 18 (56% Investors, 11% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-563-1190 |
| Address | 225 Schilling Circle Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold & Silver Trust | 21.9 | ||
| Nvidia Corp | 16.0 | ||
| Apple Inc | 13.5 | ||
| Lam Research Corp | 9.4 | ||
| Triple Flag Precious Metals Corp | 6.9 | ||
| Alphabet Inc | 6.3 | ||
| Broadcom Inc | 5.8 | ||
| Advanced Micro Devices Inc | 5.6 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Wal Mart Stores Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 828 | 282.8 |
| (b) Individuals (high net worth individuals) | 166 | 389.3 |
| (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 | 11 | 25.1 |
| (h) Charitable organizations | 3 | 11.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 20.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,667 | 735.6 |
| By Discretionary | ||
| Discretionary | 2,574 | 712.6 |
| Non-Discretionary | 93 | 22.9 |
| Total | 2,667 | 735.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 735.6 | |
| Total | 2,667 | 735.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841496] | |
| 13F-HR | [0002022427] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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