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MARIETTA INVESTMENT PARTNERS, LLC
CRD 108479File 801-57179
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$683.7M
Above cohort median (national)
Discretionary AUM
$683.7M
Clients
147
151 accounts
Employees
8
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 20, 2000
- Principal office
- 833 EAST MICHIGAN STREET, SUITE 980, MILWAUKEE, WI, 53202
- Phone
- 414-289-9080
- Website
- HTTP://WWW.MARIETTALLC.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $683.7M
- Discretionary AUM
- $683.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 151
- Non-discretionary accounts
- 0
- Total accounts
- 151
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.3M |
| Insurance companies | Fewer than 5 | $4.8M |
| Charitable organizations | 10 | $51.0M |
| High net worth individuals | 55 | $575.5M |
| Individuals (other than high net worth individuals) | 82 | $46.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 |
|---|---|---|---|
| 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.