RIA Intel›Advisers›South Carolina›MARSHALL FINANCIAL LLC

MARSHALL FINANCIAL LLC

Advisory

SC

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$15K
across 20 accounts
AUM per adviser
$295K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$295K
Discretionary %
0%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$295K
Discretionary AUM$0
Non-Discretionary AUM$295K
Discretionary %0%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

KINGSMORE WEALTH MANAGEMENT, LLC
$293K
QUANTARAXIA LLC
$350K
VENABLES FINANCIAL SOLUTIONS, LLC
$164K
SANDLAPPER WEALTH MANAGEMENT, LLC
GREENVILLE, SC
$142K
-95.7% 1Y
JOURNEY ASSET MANAGEMENT LLC
$556K
DWT FINANCIAL LLC
$607K

Get the full picture on MARSHALL FINANCIAL LLC

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

Create a free account →See plans