Markle Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Laramie, WY. Its latest Form ADV filing, dated March 30, 2026, reports $141M in regulatory assets under management, 7 employees, 1 office, and 616 accounts.
Assets Under Management
$141M
Employees
7
Offices
1 office
Total Clients
265
Primary office
LARAMIE, WY
506 S. 21ST. ST. SUITE 101, LARAMIE, WY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
210
2
HNWI
17.7%
47
3
Pension Plans
2.6%
7
4
Pooled Investment Vehicles
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 30, 2026
Discretionary95.5%
$135M
95% of total RAUM95.5%
Non-discretionary4.5%
$6M
5% of total RAUM4.5%
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$141M
Total Accounts616
10Y AUM Change+$141M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee38:1
10Y Employee Change+2 (+40.0%)
* 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.