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MARCO INVESTMENT MANAGEMENT LLC
CRD 108170File 801-55605
APPROVED
Retail clients
Custody
Filing as of Jun 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.77B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Clients
266
694 accounts
Employees
10
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 8, 1998
- Principal office
- 1100 ATLANTA FINANCIAL CENTER, 3353 PEACHTREE ROAD NE, ATLANTA, GA, 30326
- Phone
- 404-504-8600
- Website
- HTTP://WWW.MARCOINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.77B
- Discretionary AUM
- $1.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 694
- Non-discretionary accounts
- 0
- Total accounts
- 694
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $114.5M |
| Charitable organizations | Fewer than 5 | $124.7M |
| High net worth individuals | 185 | $1.39B |
| State or municipal government entities | Fewer than 5 | $103.8M |
| Individuals (other than high net worth individuals) | 81 | $34.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 9 | 10 | increased by1 |
| Jul 1, 2026 | AUM | $1,771,253,776 | $1,766,627,795 | decreased by$4,625,981 |
| Jul 1, 2026 | Accounts | 697 | 694 | decreased by3 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Clients | 270 | 266 | decreased by4 |
| Apr 1, 2026 | AUM | $1,726,524,716 | $1,771,253,776 | increased by$44,729,060 |
| Apr 1, 2026 | Accounts | 698 | 697 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 255 | 270 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,561,855,720 | $1,726,524,716 | increased by$164,668,996 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 661 | 698 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 221 | 255 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,360,813,330 | $1,561,855,720 | increased by$201,042,390 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 561 | 661 | increased by100 |
| Apr 1, 2022 | Clients | 197 | 221 | increased by24 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARCO INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARCO INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.