The Marshall Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated April 8, 2026, reports $736M in regulatory assets under management, 18 employees, 4 offices, and 2,667 accounts.
Assets Under Management
$736M
Employees
18
Offices
4 offices
Total Clients
1,019
Primary office
HUNT VALLEY, MD
225 SCHILLING CIRCLE, SUITE 295, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
828
2
HNWI
16.3%
166
3
Pension Plans
1.1%
11
4
Corporations
0.6%
6
5
Insurance Cos.
0.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$736Mas of April 8, 2026
Discretionary96.9%
$713M
97% of total RAUM96.9%
Non-discretionary3.1%
$23M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$736M
Total Accounts2,667
10Y AUM Change+$585M (+389.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee57:1
10Y Employee Change+13 (+260.0%)
* 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.