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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit pioneerElement wave
- Established Date
- 06-08-1998
- Office Locations
- 2
Office Locations
About Marco Investment Management LLC
Marco Investment Management provides discretionary portfolio management using individual securities for high-net-worth and institutional clients, specializing in entrepreneurs with newly created wealth. The firm emphasizes aligning portfolios to client objectives with a focus on after-tax returns and serves clients across the United States, including relationships via custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN SCOTT MARCO
MANAGING DIRECTOR, Portfolio Manager
- CRD
- #2076950
- Ownership
- 75% or more
MARK CODY BURTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
KENNETH MICHAEL EZELL
Portfolio Manager
- CRD
- #1233609
JOHN VENTZ HUSSA
Director
- CRD
- #3045186
Value optima
Unison peak
- CRD
- #50997
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,771,253,776 | $2,541,254 |
| Non-Discretionary | $0 | -- |
| Total | $1,771,253,776 | $2,541,254 |
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Separately Managed Accounts
Total SMA Asset: $1,771,253,776
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $969,064,986 | 21.3% |
| Corporate - Investment Grade | $705,188,135 | 15.5% |
| Public Funds | $1,101,003,411 | 24.2% |
| U.S. Government/Agency | $222,930,443 | 4.9% |
| Cash | $732,485,740 | 16.1% |
| Municipal Bonds | $468,608,890 | 10.3% |
| Derivatives | $350,319,266 | 7.7% |
| Total | $4,549,600,871 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN FOUNDATION BEACON | VECTOR OAK | D5CPVOLVB | DDHIG | 2.46% | $93,034,865 |
| FOUNDATION PRIME MERIDIAN | ELEMENT VERTEX | MVEE5IYLA | CXWKI | 8.75% | $70,177,230 |
| GLACIER PEAK CATALYST | PEAK QUANTUM | 9TNS5VY96 | DOWQ | 4.06% | $50,432,335 |
| FRONTIER PIONEER | SUMMIT TIMBER | 8UZPPH9XL | XMTUJ | 2.23% | $84,802,811 |
| VALUE QUANTUM PEAK | VITAL MOMENTUM | QWQQ0Y7WE | IPRFJ | 5.33% | $34,638,828 |
| ATLAS MATRIX | BRIDGE VECTOR | NPCRLQ4CT | BCOCN | 3.07% | $25,888,078 |
| UNISON PRIME | EAGLE FRONTIER | MLW3NLNIO | SUO | 7.28% | $71,118,992 |
| VITAL RADIAL | CAPITAL ZENITH | QG0U14M5G | BSV | 7.14% | $14,249,526 |