Firm profile

MARSHALL INVESTMENT MANAGEMENT, LLC

GREENWOOD VILLAGE, COCRD 174817Latest ADV February 17, 2026

Marshall Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated February 17, 2026, reports $298M in regulatory assets under management, 8 employees, 2 offices, and 1,073 accounts.

Assets Under Management
$298M
Employees
8
Offices
2 offices
Total Clients
587
Primary office
GREENWOOD VILLAGE, CO
5251 DTC PARKWAY, SUITE 1185, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODennis E. Marshall
CEOKristin L. Schoenfelder
CCOSharon J. Evans

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
330
2
HNWI
43.8%
257
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$298Mas of February 17, 2026
Discretionary99.9%
$298M
100% of total RAUM99.9%
Non-discretionary0.1%
$210K
0% of total RAUM0.1%
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$298M
Total Accounts1,073
10Y AUM Change+$197M (+196.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee73:1
10Y Employee Change+4 (+100.0%)

* 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.