RIA Intel›Advisers›Illinois›MARKS, TODT ROBERT

MARKS, TODT ROBERT

Advisory

IL

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in IL

#1,434

of 1,719 advisers by AUM

Average account

$390K

across 50 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

12 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

INSTITUTIONAL CAPITAL LLC

$20M

$20M

ORGANIZE, PROTECT & GROW YOUR WEALTH, LLC

$19M

FIRST WEALTH ADVISORY, INC.

ST. CHARLES, IL

$19M

PROSPECT TRADING LLC

$20M

BRIAN THOMPSON FINANCIAL LLC

$19M

Get the full picture on MARKS, TODT ROBERT

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MARKS, TODT ROBERT and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans