JOHNSON CITY, TNCRD 143816Latest ADV March 27, 2026
Marmo Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johnson City, TN. Its latest Form ADV filing, dated March 27, 2026, reports $295M in regulatory assets under management, 9 employees, 1 office, and 1,628 accounts.
Assets Under Management
$295M
Employees
9
Offices
1 office
Total Clients
927
Primary office
JOHNSON CITY, TN
801 SUNSET DRIVE, BLDG A, SUITE ONE, JOHNSON CITY, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
692
2
HNWI
24.3%
225
3
Pension Plans
1.1%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of March 27, 2026
Discretionary100.0%
$295M
100% of total RAUM100.0%
Non-discretionary0.0%
$39K
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$295M
Total Accounts1,628
10Y AUM Change+$160M (+117.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee103:1
10Y Employee Change+6 (+200.0%)
* 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.