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THE MARSHALL FINANCIAL GROUP LLC
CRD 146362File 801-117820
APPROVED
Retail clients
Custody
Filing as of Apr 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$735.6M
Above cohort median (national)
Discretionary AUM
$712.6M
Non-discretionary $22.9M
Clients
1,019
2,667 accounts
Employees
18
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 914 | 1,019 | increased by105 |
| Mar 1, 2026 | AUM | $593,043,749 | $735,572,235 | increased by$142,528,486 |
| Mar 1, 2026 | Accounts | 2,449 | 2,667 | increased by218 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 18 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 622 | 914 | increased by292 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $411,807,055 | $593,043,749 | increased by$181,236,694 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,545 | 2,449 | increased by904 |
| Aug 1, 2022 | Employees | 9 | 10 | increased by1 |
| Jul 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2022 | Employees | 8 | 10 | increased by2 |
| Mar 1, 2022 | Employees | 7 | 8 | increased by1 |
| Mar 1, 2022 | Clients | 417 | 622 | increased by205 |
| Mar 1, 2022 | AUM | $208,316,856 | $411,807,055 | increased by$203,490,199 |
| Mar 1, 2022 | Accounts | 987 | 1,545 | increased by558 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARSHALL FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARSHALL FINANCIAL” 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.