RIA Intel›Advisers›Maryland›THE MARSHALL FINANCIAL GROUP LLC

THE MARSHALL FINANCIAL GROUP LLC

Advisory

N·HUNT VALLEY, MD

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$736M

1-Year AUM Growth

+23.1%

3-Year CAGR

+30.9%

Employees

10

Assets Under Management

Total AUM$736M

Discretionary AUM$713M

Non-Discretionary AUM$23M

Discretionary %96.9%

Total Clients914

Team

Total Employees10

Investment Advisers18

Employee Growth (1Y)+80.0%

Filing History

Total Filings on Record48

First FilingNov 18, 2019

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THE MARSHALL FINANCIAL GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.