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MARKLE FINANCIAL LLC
CRD 302088File 801-116686
APPROVED
Retail clients
Custody
Filing as of Jun 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$141.2M
Bottom 25% of cohort (national)
Discretionary AUM
$134.8M
Non-discretionary $6.4M
Clients
265
616 accounts
Employees
7
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://marklefinancial.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2026 | Clients | 272 | 265 | decreased by7 |
| Apr 1, 2026 | AUM | $121,576,391 | $141,212,159 | increased by$19,635,768 |
| Apr 1, 2026 | Accounts | 324 | 616 | increased by292 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 6 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 445 | 272 | decreased by173 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $149,752,477 | $121,576,391 | decreased by$28,176,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 449 | 324 | decreased by125 |
| Apr 1, 2022 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2022 | Clients | 429 | 445 | increased by16 |
| Apr 1, 2022 | AUM | $132,445,540 | $149,752,477 | increased by$17,306,937 |
| Apr 1, 2022 | Accounts | 429 | 449 | increased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARKLE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARKLE 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.