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| Happy Holidays!! thanks for using AUM13F!! |
| The Marshall Financial Group LLC
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| CRD # | 146362 |
| SEC # | 801-117820 |
| CIK # | 0002022427, 0001841496 |
| AUM | $593.0 M (2025-05-09) |
| Employees | 19 (58% Investors, 16% Brokers) |
| Phone | 410-563-1190 |
| Address | 225 Schilling Circle Hunt Valley, MD 21031 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002022427 0001841496 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.6 | ||
| Apple Inc | 12.4 | ||
| Microsoft Corp | 5.7 | ||
| Broadcom Inc | 5.6 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Procter & Gamble Co | 3.8 | ||
| VISA Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 3.6 | ||
| Netflix Inc | 3.5 | ||
| Kroger Co | 3.3 | ||
| Lam Research Corp | 3.2 | ||
| Lockheed Martin Corp | 3.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 752 | 226.8 |
| (b) Individuals (high net worth individuals) | 137 | 306.3 |
| (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 | 21.8 |
| (h) Charitable organizations | 2 | 9.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 24.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,449 | 593.0 |
| By Discretionary | ||
| Discretionary | 2,411 | 582.7 |
| Non-Discretionary | 38 | 10.4 |
| Total | 2,449 | 593.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 593.0 | |
| Total | 2,449 | 593.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841496] | |
| 13F-HR | [0002022427] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St James Investment Company LLC
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|
TX | 0.6 |
|
Moss LUSE & Womble LLC
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TX | 0.6 |
|
Foundation Wealth Management LLC
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MO | 0.6 |
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Curran Financial Partners LLC
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SC | 0.6 |
|
Greenwich Investment Management Inc
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CT | 0.6 |
|
Northwest Investment Counselors LLC
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OR | 0.6 |
|
Quantum Financial Planning Services Inc
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|
WA | 0.6 |
|
Cyrus J Lawrence LLC
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|
NY | 0.6 |
|
Gradient Securities LLC
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|
MN | 0.6 |
|
Quantum Financial Services Inc
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|
IN | 0.6 |