MARKLE FINANCIAL LLC

CRD 302088File 801-116686

APPROVED

Retail clients

Custody

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$141.2M

Bottom 25% of cohort (national)

Discretionary AUM

$134.8M

Non-discretionary $6.4M

Clients

265

616 accounts

Employees

Below cohort median in WY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: May 24, 2019
Principal office: 506 S. 21ST. ST. SUITE 101, LARAMIE, WY, 82070
Phone: (307) 721-1725
Website: https://www.instagram.com/marklefinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $141.2M
Discretionary AUM: $134.8M
Non-discretionary AUM: $6.4M
Discretionary accounts: 609
Non-discretionary accounts: 7
Total accounts: 616
AUM per client: $533K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	47	$80.7M
Pooled investment vehicles	1	$100K
Pension and profit sharing plans	7	$6.4M
Individuals (other than high net worth individuals)	210	$54.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
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: Yes

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.