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Markle Financial LLC

Markle Financial LLC. CRD 302088

Markle Financial LLC logo

CRD: 302088

Markle Financial LLC

Laramie, WY, 82070
3077211725
marklefinancial.com
$141.2M Total AUM
$134.8M Disc. AUM
-1.7% 3Y CAGR
7 Employees
265 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail and Institutional
Platforms
PeakFoundation +more
Established Date
05-24-2019
Office Locations
2

Office Locations

1853 William Penn WAY Lancaster PA
506 S. 21st. St. Suite 101 Laramie WY

About Markle Financial LLC

Markle Financial LLC is an independent wealth management and planning firm serving individuals and business owners. It provides holistic “personal CFO” support across tax, investment, retirement and estate planning, plus cash-flow analysis and charitable giving. Investment work includes alternative/real estate strategies, guided by a personality-based risk assessment quiz; custody includes SEI.

Team overview

-- AVG AGE
$28.2M AVG AUM / ADVISOR
$532.9K AVG AUM / CLIENT
4.2 yrs AVG TENURE
7 Employees
5 Advisory Reps
4 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Eagle zenith Crest catalyst Matrix zenith Delta Atlas beacon Element Ridge

Client Personas

Atlas frontier Vector

Custodian

Summit focus Ridge eagle Capital

Investment Themes

Wave Crest Harbor radial Harbor prime Pathway Zenith bridge Capital value

Investment Vehicles

Element optima Timber ridge

Services

Pioneer Focus beacon Vertex vector Harbor timber Atlas matrix Radial Quantum Vertex Pioneer optima Wave optima

Technology

Alpha oak Summit Insight north Summit atlas

Owner & Executives

S

SHANNON MICHAEL MARKLE

Managing Member, President

CRD
#4358151
Ownership
75% or more
(666) 827-9228
vector.ember@summitcapital.com
in linkedin.com/in/atlas-peak
R

ROBERT WESLEY TEAGUE

Owner, PARTNER

CRD
#4114764
Ownership
10% but less than 25%
(260) 728-4452
catalyst.peak@meridiancapital.com
in linkedin.com/in/ember-frontier
C

Crest atlas

Horizon value

CRD
#73848
Ownership
25.3%
(637) 797-7201
vertex.atlas@beaconcapital.com
in linkedin.com/in/frontier-bridge

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Contacts

Taylor David Barton

Taylor David Barton

Associate Advisor

CRD
#7337991
(589) 962-4070
zenith.vertex@pioneercapital.com
in linkedin.com/in/pioneer-pioneer
J

Joseph Schwartz

Associate Advisor

CRD
#7902185
(908) 367-4149
prime.harbor@glaciercapital.com
in linkedin.com/in/radial-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-12-2022
09-15-2023
10-14-2024
06-05-2025
05-22-2026
Category Assets AVG. Account size
Discretionary $134,815,592 $221,372
Non-Discretionary $6,396,567 $913,795
Total $141,212,159 $229,241

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Separately Managed Accounts

Total SMA Asset: $141,112,159

$141.1M Total SMA
Public Funds:
7.1%
Equity - Exchange:
12.1%
Cash:
15.8%
Corporate - Investment Grade:
20.1%
Municipal Bonds:
14.5%
U.S. Government/Agency:
16.0%
Equity - OTC:
14.4%
Asset class Assets Assets %
Public Funds $148,943,827 7.1%
Equity - Exchange $253,833,846 12.1%
Cash $331,452,460 15.8%
Corporate - Investment Grade $421,657,877 20.1%
Municipal Bonds $304,181,055 14.5%
U.S. Government/Agency $335,648,061 16.0%
Equity - OTC $302,083,255 14.4%
Total $2,097,800,381 100.0%

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