MARCO INVESTMENT MANAGEMENT LLC

CRD 108170File 801-55605

APPROVED

Retail clients

Custody

Filing as of Jun 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.77B

Top 25% of cohort (national)

Discretionary AUM

$1.77B

Clients

266

694 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.