THE MARSHALL FINANCIAL GROUP LLC

CRD 146362File 801-117820

APPROVED

Retail clients

Custody

Filing as of Apr 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$735.6M

Above cohort median (national)

Discretionary AUM

$712.6M

Non-discretionary $22.9M

Clients

1,019

2,667 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Dec 18, 2019
Principal office: 225 SCHILLING CIRCLE, SUITE 295, HUNT VALLEY, MD, 21031
Phone: (410) 563-1190
Website: http://www.marshallfinancialgroup.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $735.6M
Discretionary AUM: $712.6M
Non-discretionary AUM: $22.9M
Discretionary accounts: 2,574
Non-discretionary accounts: 93
Total accounts: 2,667
AUM per client: $722K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$5.8M
Insurance companies	5	$20.6M
Charitable organizations	Fewer than 5	$11.9M
High net worth individuals	166	$389.3M
Pension and profit sharing plans	11	$25.1M
Individuals (other than high net worth individuals)	828	$282.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Subscription fees
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 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.