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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MARKOWSKI INVESTMENTS

MARKOWSKI BROTHERS HOLDING CORPORATION, CRD 141883

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:cf165e99-c41f-9b39-28cc-892d18ce6a3d

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Apr 2, 2012 to Mar 27, 2026
30 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=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $474MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $474M
Private client RAUM: $454MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $47.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 11
Offices: 8Schedule D 1.F, beyond the principal office
Accounts: 1,924
Individual clients: 1,108
High net worth clients: 119
SEC number: 801-67238
CRD: 141883
Filings on the tape: 30
First filed: Apr 2, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, FL
Website: truthofinvesting.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
MATTHEW MARKOWSKI	Certified Financial Planner	TAMPA, FL \| Tampa, FL	19	28	n/a	no
MICHAEL JOHN MARKOWSKI	n/a	Tampa, FL \| TAMPA, FL	13	30	1	no
JOSHUA MANUEL MARKOWSKI	Chartered Financial Consultant	TAMPA, FL \| Tampa, FL	10	10	n/a	no
LANCE DEE CHERRY	n/a	Murray, KY	7	19	4	no
GARY ARTHUR KUEKER	n/a	Tucson, AZ	7	39	1	no
CHRISTOPHER MARKOWSKI	n/a	TAMPA, FL \| Tampa, FL	5	31	n/a	no
ROBERT WILLIAM FRESHOUR	n/a	Paducah, KY \| Lebanon, IL	3	39	n/a	no
AUSTIN GRAY LOWDER	n/a	PLACIDA, FL \| Placida, FL	2	10	n/a	no
TIMOTHY DEAN WALWORTH	n/a	PINCKNEY, MI	1	37	4	no
LOGAN FOSTER	n/a	Murray, KY	0	10	1	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
MARKOWSKI, CHRISTOPHER	Director	C	yes	01/2003	Apr 2, 2012	May 10, 2024
MARKOWSKI, MATTHEW	DIRECTOR AND CCO	C	yes	01/2003	Apr 2, 2012	May 10, 2024
MARKOWSKI, MICHAEL, JOHN	Director	C	yes	01/2003	Apr 2, 2012	May 10, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Somerset	Ky	United States	2	no
Manchester	Nh	United States	2	no
Tucson	Az	United States	1	no
Murray	Ky	United States	1	no
Conway	Nh	United States	1	no
Kingsland	TX	United States	1	no

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 27, 2026	$474M	$474M	11	11	8	n/a	n/a
2024	Mar 24, 2025	$410M	$410M	11	11	8	n/a	n/a
2023	Mar 19, 2024	$325M	$325M	9	9	6	n/a	n/a
2022	Mar 29, 2023	$268M	$268M	15	15	6	n/a	n/a
2021	Mar 8, 2022	$353M	$353M	15	15	6	n/a	n/a
2020	Mar 23, 2021	$274M	$274M	15	15	6	n/a	n/a
2019	Mar 16, 2020	$238M	$238M	15	15	6	n/a	n/a
2018	Mar 27, 2019	$157M	$157M	5	3	0	n/a	n/a
2017	Mar 19, 2018	$164M	$164M	5	2	0	n/a	n/a
2016	Mar 21, 2017	$148M	$148M	5	2	n/a	n/a	n/a
2015	Mar 9, 2016	$125M	$125M	3	2	n/a	n/a	n/a
2014	Apr 1, 2015	$122M	$122M	3	2	n/a	n/a	n/a
2013	Mar 28, 2014	$115M	$115M	3	2	n/a	n/a	n/a
2012	Mar 28, 2013	$105M	$105M	3	3	n/a	n/a	n/a
2011	Apr 2, 2012	$82.0M	$82.0M	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
1	0	1	0.0%	0	0	0	2	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	$474M	$410M	15.5%	$268M	20.9%	11	11	8	8

Relationships

Affiliated with (1)

← COMPASS FINANCIAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (12)

← LOGAN FOSTERAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← TIMOTHY DEAN WALWORTHAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← AUSTIN GRAY LOWDERAdvisorregistration: current employment
Jul 22, 2024 to presentfactForm ADV
← ROBERT WILLIAM FRESHOURAdvisorregistration: current employment
Nov 30, 2022 to presentfactForm ADV
← CHRISTOPHER MARKOWSKIAdvisorregistration: current employment
Aug 13, 2021 to presentfactForm ADV
← GARY ARTHUR KUEKERAdvisorregistration: current employment
May 6, 2019 to presentfactForm ADV
← LANCE DEE CHERRYAdvisorregistration: current employment
Apr 11, 2019 to presentfactForm ADV
← JOSHUA MANUEL MARKOWSKIAdvisorregistration: current employment
May 18, 2016 to presentfactForm ADV
← MICHAEL JOHN MARKOWSKIAdvisorregistration: current employment
Jun 19, 2013 to presentfactForm ADV
← MATTHEW MARKOWSKIAdvisorregistration: current employment
Mar 23, 2007 to presentfactForm ADV
← Jenny Lynn RivardAdvisorregistration: previous registration
Mar 27, 2019 to Mar 30, 2022factForm ADV
← Michael David ConlonAdvisorregistration: previous registration
Feb 11, 2021 to Dec 10, 2021factForm ADV

Controls (3)

← MARKOWSKI, CHRISTOPHEROwnerDIRECTOR, ownership code C, individual
Apr 2, 2012 to May 10, 2024factForm ADV
← MARKOWSKI, MICHAEL, JOHNOwnerDIRECTOR, ownership code C, individual
Apr 2, 2012 to May 10, 2024factForm ADV
← MARKOWSKI, MATTHEWOwnerDIRECTOR AND CCO, ownership code C, individual
Apr 2, 2012 to May 10, 2024factForm ADV

Dated events

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

Occurred
Mar 30, 2022
Advisor changed firm
Jenny Lynn Rivard left Markowski Investments for American Wealth Protection Financial, Llc (registered 2022-04-07)
Form ADVobserved 6 days ago
Occurred
Aug 2, 2019
Control person left
Marie Jessica Trunck (Cco) no longer on Schedule A of Markowski Investments (listed 2019-04-18, absent 2019-08-02)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 16, 2020
Markowski Investments reported 6 offices beyond its principal office, up from 0 (2019-09-05 to 2020-03-16)
Occurred
Mar 16, 2020
Markowski Investments reported 15 state-registered advisory representatives, up from 5 (2019-09-05 to 2020-03-16)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf165e99-c41f-9b39-28cc-892d18ce6a3d
First observed: Apr 2, 2012
Last observed: Mar 27, 2026 5 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.

MARKOWSKI INVESTMENTS

MARKOWSKI BROTHERS HOLDING CORPORATION, CRD 141883

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:cf165e99-c41f-9b39-28cc-892d18ce6a3d

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW MARKOWSKI

Certified Financial Planner

TAMPA, FL | Tampa, FL

n/a

MICHAEL JOHN MARKOWSKI

n/a

Tampa, FL | TAMPA, FL

JOSHUA MANUEL MARKOWSKI

Chartered Financial Consultant

TAMPA, FL | Tampa, FL

n/a

LANCE DEE CHERRY

n/a

Murray, KY

GARY ARTHUR KUEKER

n/a

Tucson, AZ

CHRISTOPHER MARKOWSKI

n/a

TAMPA, FL | Tampa, FL

n/a

ROBERT WILLIAM FRESHOUR

n/a

Paducah, KY | Lebanon, IL

n/a

AUSTIN GRAY LOWDER

n/a

PLACIDA, FL | Placida, FL

n/a

TIMOTHY DEAN WALWORTH

n/a

PINCKNEY, MI

LOGAN FOSTER

n/a

Murray, KY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARKOWSKI, CHRISTOPHER

Director

yes

01/2003

Apr 2, 2012

May 10, 2024

MARKOWSKI, MATTHEW

DIRECTOR AND CCO

yes

01/2003

Apr 2, 2012

May 10, 2024

MARKOWSKI, MICHAEL, JOHN

Director

yes

01/2003

Apr 2, 2012

May 10, 2024

City

State

Country

Employees

Also broker-dealer

Somerset

United States

Manchester

United States

Tucson

United States

Murray

United States

Conway

United States

Kingsland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$474M

n/a

2024

Mar 24, 2025

$410M

n/a

2023

Mar 19, 2024

$325M

n/a

2022

Mar 29, 2023

$268M

n/a

2021

Mar 8, 2022

$353M

n/a

2020

Mar 23, 2021

$274M

n/a

2019

Mar 16, 2020

$238M

n/a

2018

Mar 27, 2019

$157M

n/a

2017

Mar 19, 2018

$164M

n/a

2016

Mar 21, 2017

$148M

n/a

2015

Mar 9, 2016

$125M

n/a

2014

Apr 1, 2015

$122M

n/a

2013

Mar 28, 2014

$115M

n/a

2012

Mar 28, 2013

$105M

n/a

2011

Apr 2, 2012

$82.0M

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

$474M

$410M

15.5%

$268M

20.9%