DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARIETTA INVESTMENT PARTNERS, LLC

CRD 108479

MILWAUKEE, WI

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:99c74fd0-ccab-cd6a-726d-aa2b55d071bd

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2011 to Sep 16, 2026
24 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=0.91 fund_share=0.0 institutional_share=0.08 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $684MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $684M
Private client RAUM: $622MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $97.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 151
Individual clients: 82
High net worth clients: 55
Custody, client assets: $250M
SEC number: 801-57179
CRD: 108479
Filings on the tape: 24
First filed: Dec 20, 2011
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, WI
Website: mariettallc.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
JOHN THADEWALD EVANS	n/a	MILWAUKEE, WI	26	32	n/a	no
JONATHAN ANDREW SMUCKER	n/a	MILWAUKEE, WI	13	13	n/a	no
MARY THERESA ALLMON	Certified Financial Planner	MILWAUKEE, WI	6	20	n/a	no
AMANDA K GRAMS	n/a	MILWAUKEE, WI	1	12	n/a	no
ROBERT CHRISTOPHER DRAPER	n/a	MILWAUKEE, WI	1	14	n/a	no
LORI JEAN BROOK	n/a	MILWAUKEE, WI	1	26	n/a	no
CHARLES PATRICK EVANS	n/a	MILWAUKEE, WI	1	11	n/a	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
ALLMON, MARY, THERESA	PORTFOLIO MANAGER AND MEMBER	B	yes	01/2016	Mar 18, 2016	Dec 17, 2024
BROOK, LORI, J	DIRECTOR OF OPERATIONS AND MEMBER	B	yes	03/2000	Dec 20, 2011	Dec 17, 2024
DRAPER, ROBERT, CHRISTOPHER	CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER	B	yes	03/2013	Mar 21, 2013	Dec 17, 2024
EVANS, CHARLES, PATRICK	ASSOCIATE DIRECTOR AND MEMBER	B	yes	03/2012	Mar 21, 2013	Dec 17, 2024
EVANS, JOHN, THADEWALD	MANAGING DIRECTOR	Na	yes	02/2000	Dec 20, 2011	Dec 17, 2024
GRAMS, AMANDA, K	SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER	B	yes	08/2019	Sep 4, 2019	Dec 17, 2024
SMUCKER, JONATHAN, ANDREW	PORTFOLIO MANAGER AND MEMBER	B	yes	01/2018	Mar 29, 2018	Dec 17, 2024

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 24, 2026	$684M	$684M	8	4	0	n/a	n/a
2024	Mar 25, 2025	$605M	$605M	8	4	0	n/a	n/a
2023	Mar 29, 2024	$536M	$536M	8	4	0	n/a	n/a
2022	Mar 30, 2023	$482M	$482M	8	4	0	n/a	n/a
2021	Mar 30, 2022	$595M	$595M	9	4	0	n/a	n/a
2020	Mar 23, 2021	$506M	$506M	8	4	0	n/a	n/a
2019	Mar 27, 2020	$436M	$436M	9	5	0	n/a	n/a
2018	Mar 28, 2019	$392M	$392M	9	5	0	n/a	n/a
2017	Mar 29, 2018	$486M	$486M	8	4	0	n/a	n/a
2016	Mar 24, 2017	$405M	$405M	10	5	n/a	n/a	n/a
2015	Mar 18, 2016	$341M	$341M	10	5	n/a	n/a	n/a
2014	Mar 31, 2015	$350M	$344M	10	5	n/a	n/a	n/a
2013	Mar 21, 2014	$392M	$382M	9	5	n/a	n/a	n/a
2012	Mar 21, 2013	$352M	$343M	11	7	n/a	n/a	n/a
2011	Mar 29, 2012	$341M	$341M	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	$684M	$605M	13.0%	$482M	12.4%	7	8	0	0

Relationships

Registered with (9)

← CHARLES PATRICK EVANSAdvisorregistration: current employment
May 29, 2025 to presentfactForm ADV
← LORI JEAN BROOKAdvisorregistration: current employment
May 1, 2025 to presentfactForm ADV
← ROBERT CHRISTOPHER DRAPERAdvisorregistration: current employment
Dec 13, 2024 to presentfactForm ADV
← AMANDA K GRAMSAdvisorregistration: current employment
Oct 17, 2024 to presentfactForm ADV
← MARY THERESA ALLMONAdvisorregistration: current employment
Nov 19, 2019 to presentfactForm ADV
← JONATHAN ANDREW SMUCKERAdvisorregistration: current employment
Feb 15, 2013 to presentfactForm ADV
← JOHN THADEWALD EVANSAdvisorregistration: current employment
Feb 16, 2000 to presentfactForm ADV
← KATHLEEN DOUGHERTY-KLEINAdvisorregistration: previous registration
Apr 21, 2004 to Feb 26, 2014factForm ADV
← BRUCE ROBERT LANINGAdvisorregistration: previous registration
Mar 23, 2001 to Mar 6, 2012factForm ADV

Controls (7)

← BROOK, LORI, JOwnerDIRECTOR OF OPERATIONS AND MEMBER, ownership code B, individual
Dec 20, 2011 to Dec 17, 2024factForm ADV
← ALLMON, MARY, THERESAOwnerPORTFOLIO MANAGER AND MEMBER, ownership code B, individual
Mar 18, 2016 to Dec 17, 2024factForm ADV
← SMUCKER, JONATHAN, ANDREWOwnerPORTFOLIO MANAGER AND MEMBER, ownership code B, individual
Mar 29, 2018 to Dec 17, 2024factForm ADV
← DRAPER, ROBERT, CHRISTOPHEROwnerCHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER, ownership code B, individual
Mar 21, 2013 to Dec 17, 2024factForm ADV
← EVANS, CHARLES, PATRICKOwnerASSOCIATE DIRECTOR AND MEMBER, ownership code B, individual
Mar 21, 2013 to Dec 17, 2024factForm ADV
← GRAMS, AMANDA, KOwnerSENIOR PORTFOLIO ADMINISTRATOR AND MEMBER, ownership code B, individual
Sep 4, 2019 to Dec 17, 2024factForm ADV
← EVANS, JOHN, THADEWALDOwnerMANAGING DIRECTOR, ownership code NA, individual
Dec 20, 2011 to Dec 17, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 4, 2019
Control person joined
K Amanda Grams (Senior Portfolio Administrator And Member) appeared on Schedule A of Marietta Investment Partners, Llc
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
John Thadewald Evans no longer holds an investment adviser registration (last listed at Marietta Investment Partners, Llc on the 2026-09-16 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99c74fd0-ccab-cd6a-726d-aa2b55d071bd
First observed: Dec 20, 2011
Last observed: Sep 16, 2026 4 days 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.

MARIETTA INVESTMENT PARTNERS, LLC

CRD 108479

MILWAUKEE, WI

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:99c74fd0-ccab-cd6a-726d-aa2b55d071bd

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN THADEWALD EVANS

n/a

MILWAUKEE, WI

n/a

JONATHAN ANDREW SMUCKER

n/a

MILWAUKEE, WI

n/a

MARY THERESA ALLMON

Certified Financial Planner

MILWAUKEE, WI

n/a

AMANDA K GRAMS

n/a

MILWAUKEE, WI

n/a

ROBERT CHRISTOPHER DRAPER

n/a

MILWAUKEE, WI

n/a

LORI JEAN BROOK

n/a

MILWAUKEE, WI

n/a

CHARLES PATRICK EVANS

n/a

MILWAUKEE, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLMON, MARY, THERESA

PORTFOLIO MANAGER AND MEMBER

yes

01/2016

Mar 18, 2016

Dec 17, 2024

BROOK, LORI, J

DIRECTOR OF OPERATIONS AND MEMBER

yes

03/2000

Dec 20, 2011

Dec 17, 2024

DRAPER, ROBERT, CHRISTOPHER

CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER

yes

03/2013

Mar 21, 2013

Dec 17, 2024

EVANS, CHARLES, PATRICK

ASSOCIATE DIRECTOR AND MEMBER

yes

03/2012

Mar 21, 2013

Dec 17, 2024

EVANS, JOHN, THADEWALD

MANAGING DIRECTOR

yes

02/2000

Dec 20, 2011

Dec 17, 2024

GRAMS, AMANDA, K

SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER

yes

08/2019

Sep 4, 2019

Dec 17, 2024

SMUCKER, JONATHAN, ANDREW

PORTFOLIO MANAGER AND MEMBER

yes

01/2018

Mar 29, 2018

Dec 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$684M

n/a

2024

Mar 25, 2025

$605M

n/a

2023

Mar 29, 2024

$536M

n/a

2022

Mar 30, 2023

$482M

n/a

2021

Mar 30, 2022

$595M

n/a

2020

Mar 23, 2021

$506M

n/a

2019

Mar 27, 2020

$436M

n/a

2018

Mar 28, 2019

$392M

n/a

2017

Mar 29, 2018

$486M

n/a

2016

Mar 24, 2017

$405M

n/a

2015

Mar 18, 2016

$341M

n/a

2014

Mar 31, 2015

$350M

$344M

n/a

2013

Mar 21, 2014

$392M

$382M

n/a

2012

Mar 21, 2013

$352M

$343M

n/a

2011

Mar 29, 2012

$341M

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

$684M

$605M

13.0%

$482M

12.4%