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- Custodian
- Fidelity/NFS · RBC · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-1996
- Office Locations
- 2
Office Locations
About Marshfield Associates
Marshfield Associates is a Washington, DC-based investment adviser serving retail and institutional clients. The firm runs active, concentrated, sector-agnostic portfolios and is willing to hold significant cash while waiting for opportunities, with an emphasis on resilience and capital preservation. Offers portfolio construction and insurance support, with a focus that can include entrepreneurs and ETF-based implementation.
Reported data analysis
What the numbers show
Between August 14, 2025 and July 10, 2026, reported AUM increased 8.3%, from $7.5B to $8.1B.
Across 5 reported observations, AUM increased 94.5% between March 29, 2022 and July 10, 2026, from $4.2B to $8.1B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 13 advisory representatives and 4,001 clients, or 307.8 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 29 years in operation. The source data was last updated on July 10, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Marshfield Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MELISSA VINICK
Principal
- CRD
- #2688143
- Ownership
- 10% but less than 25%
JUDITH GOLDEN BECKER
Principal
- CRD
- #7222639
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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ANDREW DALE CLARK JR
Manager, Business Development
- CRD
- #6261814
Kathryn Ross Cotter
--
- CRD
- #8028294
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,112,940,375 | $1,635,014 |
| Non-Discretionary | $8,956,339 | $235,693 |
| Total | $8,121,896,714 | $1,624,379 |
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Separately Managed Accounts
SMA allocation detail is available
Marshfield Associates has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Marshfield Associates's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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