Kirr, Marbach & Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, IN. Its latest Form ADV filing, dated March 26, 2026, reports $588M in regulatory assets under management, 7 employees, and 281 accounts.
Assets Under Management
$588M
Employees
7
Offices
--
Total Clients
180
Primary office
COLUMBUS, IN
621 WASHINGTON STREET, COLUMBUS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
90
2
Individuals
49.4%
89
3
Investment Cos.
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
FOUNDATIONS/ENDOWMENTS<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$588Mas of March 26, 2026
Discretionary100.0%
$588M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$588M
Total Accounts281
10Y AUM Change$-3M (-0.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee26:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.