$1.8B Total AUM
$1.8B Disc. AUM
14.3% 3Y CAGR
9 Employees
266 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- 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
1100 Atlanta Financial Center 3353 Peachtree Road NE Atlanta GA
-- Atlanta GA
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
54 AVG AGE
$354.3M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
14.6 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Value optima Radial vital
CRM
Legacy glacier
Custodian
Ember
Investment Themes
Vital
Investment Vehicles
Pioneer bridge Quantum momentum
Services
North Ridge Signal Vector Summit
Technology
Value matrix Eagle
Owner & Executives
S
STEVEN SCOTT MARCO
MANAGING DIRECTOR, Portfolio Manager
- CRD
- #2076950
- Ownership
- 75% or more
(698) 824-9176
optima.summit@vitalcapital.com
in linkedin.com/in/insight-value
M
MARK CODY BURTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(762) 287-8029
bridge.legacy@fusioncapital.com
in linkedin.com/in/delta-frontier
Showing 2 of 2 owners & executives
Unlock allContacts
K
KENNETH MICHAEL EZELL
Portfolio Manager
- CRD
- #1233609
(861) 788-8263
delta.value@matrixcapital.com
in linkedin.com/in/eagle-delta
J
JOHN VENTZ HUSSA
Director
- CRD
- #3045186
(590) 878-1511
quantum.signal@oakcapital.com
in linkedin.com/in/zenith-summit
V
Value optima
Unison peak
- CRD
- #50997
(223) 839-5531
pioneer.insight@unisoncapital.com
in linkedin.com/in/timber-crest
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Equity - Exchange:
21.3% Corporate - Investment Grade:
15.5% Public Funds:
24.2% U.S. Government/Agency:
4.9% Cash:
16.1% Municipal Bonds:
10.3% Derivatives:
7.7% | 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 |