Marcuard Family Office Ltd is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 21, 2026, reports $8.7B in regulatory assets under management, 36 employees, and 380 accounts.
Top client segmentHNWI represent 46.8% of total clients.
Top client categories% of clientsClients
1
HNWI
46.8%
65
2
Corporations
38.1%
53
3
Individuals
8.6%
12
4
Charitable
4.3%
6
5
Insurance Cos.
1.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.7Bas of April 21, 2026
Discretionary47.3%
$4.1B
47% of total RAUM47.3%
Non-discretionary52.7%
$4.6B
53% of total RAUM52.7%
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.
Total AUM$8.7B
Total Accounts380
10Y AUM Change+$5.1B (+139.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee4:1
10Y Employee Change+8 (+28.6%)
* 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.