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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 24, 2025 and June 21, 2026, reported AUM increased 2.3%, from $1.7B to $1.8B.
Across 5 reported observations, AUM increased 29.8% between March 15, 2022 and June 21, 2026, from $1.4B to $1.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 266 clients, or 53.2 clients per representative. That equates to $6.6M in reported AUM per client.
The profile lists 2 reported office locations and 28 years in operation. The source data was last updated on June 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Marco Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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KENNETH MICHAEL EZELL
Portfolio Manager
- CRD
- #1233609
JOHN VENTZ HUSSA
Director
- CRD
- #3045186
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,766,627,795 | $2,545,573 |
| Non-Discretionary | $0 | -- |
| Total | $1,766,627,795 | $2,545,573 |
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Separately Managed Accounts
SMA allocation detail is available
Marco Investment Management LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Marco Investment Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.