$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
14.7 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
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 |