RIA Intel›Advisers›Ohio›MARKER FINANCIAL LLC

MARKER FINANCIAL LLC

Advisory

DAYTON, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in OH

#605

of 748 advisers by AUM

Average account

$485K

across 202 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

54 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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BUCKEYE FINANCIAL SOLUTIONS, INC.

$96M

LOGIX INVESTMENTS LLC

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