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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MARCO INVESTMENT MANAGEMENT LLC

CRD 108170

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47507133-d725-e80a-05c8-5dcc13f7049b

Data as of Jun 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Mar 19, 2012 to Jun 21, 2026
43 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-06-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $353Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 694
Individual clients: 81
High net worth clients: 185
Custody, client assets: $205M
SEC number: 801-55605
CIK: 1080493
CRD: 108170
Filings on the tape: 43
First filed: Mar 19, 2012
Latest filed: Jun 21, 2026
Organised: Limited Liability Company, GA
Website: marcoinv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
STEVEN SCOTT MARCO	Chartered Financial Analyst	ATLANTA, GA	23	36	n/a	no
KENNETH MICHAEL EZELL	Chartered Financial Analyst	ATLANTA, GA	23	34	n/a	no
DAVID GARY MCBRIDE	Chartered Financial Analyst	ATLANTA, GA	15	26	3	no
JOHN VENTZ HUSSA	n/a	ATLANTA, GA	14	28	1	no
RICHARD LESLIE WELLS	n/a	ATLANTA, GA	6	38	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURTON, MARK, CODY	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Jun 21, 2026	Jun 21, 2026
MARCO, STEVEN, SCOTT	MANAGING DIRECTOR	E	yes	05/1998	Jun 21, 2026	Jun 21, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.8B	$1.8B	9	5	0	n/a	n/a
2024	Mar 28, 2025	$1.6B	$1.6B	9	5	0	n/a	n/a
2023	Feb 7, 2024	$1.3B	$1.3B	9	5	0	n/a	n/a
2022	Feb 22, 2023	$1.2B	$1.2B	9	5	0	n/a	n/a
2021	Mar 15, 2022	$1.4B	$1.4B	10	6	0	n/a	n/a
2020	Mar 30, 2021	$1.0B	$1.0B	10	6	0	n/a	n/a
2019	Feb 25, 2020	$978M	$978M	10	6	0	n/a	n/a
2018	Feb 28, 2019	$832M	$832M	9	5	0	n/a	n/a
2017	Mar 14, 2018	$989M	$989M	9	5	0	n/a	n/a
2016	Mar 20, 2017	$903M	$903M	8	5	n/a	n/a	n/a
2015	Mar 24, 2016	$900M	$900M	9	5	n/a	n/a	n/a
2014	Mar 30, 2015	$990M	$990M	8	5	n/a	n/a	n/a
2013	Mar 14, 2014	$889M	$889M	8	5	n/a	n/a	n/a
2012	Mar 12, 2013	$860M	$860M	8	5	n/a	n/a	n/a
2011	Mar 19, 2012	$687M	$687M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.6B	13.1%	$1.2B	13.8%	10	9	0	0

Relationships

Registered with (5)

← RICHARD LESLIE WELLSAdvisorregistration: current employment
Nov 7, 2019 to presentfactForm ADV
← JOHN VENTZ HUSSAAdvisorregistration: current employment
Dec 21, 2011 to presentfactForm ADV
← DAVID GARY MCBRIDEAdvisorregistration: current employment
Jun 6, 2011 to presentfactForm ADV
← KENNETH MICHAEL EZELLAdvisorregistration: current employment
May 6, 2003 to presentfactForm ADV
← STEVEN SCOTT MARCOAdvisorregistration: current employment
Feb 28, 2003 to presentfactForm ADV

Controls (2)

← MARCO, STEVEN, SCOTTOwnerMANAGING DIRECTOR, ownership code E, individual
Mar 19, 2012 to Aug 21, 2024factForm ADV
← BURTON, MARK, CODYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2021 to Aug 21, 2024factForm ADV

Dated events

Occurred
Mar 15, 2022
Regulatory AUM changed
Marco Investment Management Llc reported RAUM $1.4B, up 35% from $1.0B (2021-03-30 to 2022-03-15)
Form ADVobserved 5 days ago
$352M
Occurred
Mar 30, 2021
Control person joined
Cody Mark Burton (Chief Compliance Officer) appeared on Schedule A of Marco Investment Management Llc
Form ADVobserved 5 days ago
Occurred
Mar 30, 2021
Control person left
Yancey Corliss Sims (Chief Compliance Officer) no longer on Schedule A of Marco Investment Management Llc (listed 2021-01-05, absent 2021-03-30)
Form ADVobserved 5 days ago
Occurred
Jan 5, 2021
Control person left
Hutto Helen Halloran (Chief Compliance Officer) no longer on Schedule A of Marco Investment Management Llc (listed 2020-11-06, absent 2021-01-05)
Form ADVobserved 5 days ago
Occurred
Jan 5, 2021
Control person joined
Yancey Corliss Sims (Chief Compliance Officer) appeared on Schedule A of Marco Investment Management Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47507133-d725-e80a-05c8-5dcc13f7049b
First observed: Mar 19, 2012
Last observed: Jun 21, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARCO INVESTMENT MANAGEMENT LLC

CRD 108170

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:47507133-d725-e80a-05c8-5dcc13f7049b

Data as of Jun 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

STEVEN SCOTT MARCO

Chartered Financial Analyst

ATLANTA, GA

n/a

KENNETH MICHAEL EZELL

Chartered Financial Analyst

ATLANTA, GA

n/a

DAVID GARY MCBRIDE

Chartered Financial Analyst

ATLANTA, GA

JOHN VENTZ HUSSA

n/a

ATLANTA, GA

RICHARD LESLIE WELLS

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURTON, MARK, CODY

CHIEF COMPLIANCE OFFICER

yes

03/2021

Jun 21, 2026

MARCO, STEVEN, SCOTT

MANAGING DIRECTOR

yes

05/1998

Jun 21, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.8B

n/a

2024

Mar 28, 2025

$1.6B

n/a

2023

Feb 7, 2024

$1.3B

n/a

2022

Feb 22, 2023

$1.2B

n/a

2021

Mar 15, 2022

$1.4B

n/a

2020

Mar 30, 2021

$1.0B

n/a

2019

Feb 25, 2020

$978M

n/a

2018

Feb 28, 2019

$832M

n/a

2017

Mar 14, 2018

$989M

n/a

2016

Mar 20, 2017

$903M

n/a

2015

Mar 24, 2016

$900M

n/a

2014

Mar 30, 2015

$990M

n/a

2013

Mar 14, 2014

$889M

n/a

2012

Mar 12, 2013

$860M

n/a

2011

Mar 19, 2012

$687M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.6B

13.1%

$1.2B

13.8%