DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Markowski Investments
Legal name Markowski Brothers Holding Corporation
Latest filing Mar 27, 2026
First filing on the tape Apr 2, 2012 · 30 filings
SEC status approved since Feb 13, 2007
RAUM
$474M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$454M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$47.4M
derived; firm RAUM over IAPD count
Employees
11
11 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$474M as of Mar 27, 2026
Apr 2, 2012$82.0M then
HNW client RAUM$270M as of Mar 27, 2026
Mar 19, 2018$78.8M then
State-registered IARs (5.B.3)11 as of Mar 27, 2026
Mar 28, 20133 then
Employees (5.A)11 as of Mar 27, 2026
Mar 28, 20133 then
Private funds: no history
RAUM +16% over the last fiscal year+21% a year over threeIARs 11 to 11
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $47.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 123derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $246,290derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 1.1derived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -12%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$270M57%
- Individuals$183M39%
- Pension and profit-sharing plans$16.8M3.5%
- Corporations and businesses$3.4M0.7%
- Individual clients
- 1,108reported
- HNW clients
- 119reported
- Pension plan clients
- 29reported
- Charitable clients
- 0reported
- Accounts
- 1,924reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew MarkowskiCertified Financial Planner | Tampa, Fl | Mar 23, 2007 | 28 y | 0 |
| Michael John Markowski | Tampa, Fl | Jun 19, 2013 | 30 y | 1 |
| Joshua Manuel MarkowskiChartered Financial Consultant | Tampa, Fl | May 18, 2016 | 10 y | 0 |
| Lance Dee Cherry | Murray, Ky | Apr 11, 2019 | 19 y | 4 |
| Gary Arthur Kueker | Tucson, Az | May 6, 2019 | 39 y | 1 |
| Christopher Markowski | Tampa, Fl | Aug 13, 2021 | 31 y | 0 |
| Robert William Freshour | Paducah, Ky | Nov 30, 2022 | 39 y | 0 |
| Austin Gray Lowder | Placida, Fl | Jul 22, 2024 | 10 y | 0 |
| Timothy Dean Walworth | Pinckney, Mi | Jan 1, 2025 | 37 y | 4 |
| Logan Foster | Murray, Ky | Oct 16, 2025 | 10 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jenny Lynn Rivard to American Wealth Protection Financial, LLCMar 30, 2022 · RIA to a state-registered adviser
- Michael David Conlon to American Wealth Protection Financial, LLCDec 10, 2021 · RIA to a state-registered adviser
Joined, latest
- Logan Foster from Murray Wealth Management LLCOct 16, 2025 · Other
- Timothy Dean Walworth from Tdw Financial StrategiesJan 1, 2025 · Other
- Michael David Conlon from Winthrop Bentley Capital, LLCFeb 11, 2021 · Other
- Gary Arthur Kueker from Brookstone Capital Management LLCMay 6, 2019 · RIA to RIA
- Lance Dee Cherry from Truth Of Investing LLCApr 11, 2019 · RIA to RIA
- Jenny Lynn Rivard from Truth Of Investing LLCMar 27, 2019 · RIA to RIA
- Michael John Markowski from Westminster Financial Advisory CorpJun 19, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Markowski · Directorcontrolsince 01/2003 · owns 25% to 50%
- Matthew Markowski · Director And Ccocontrolsince 01/2003 · owns 25% to 50%
- John Michael Markowski · Directorcontrolsince 01/2003 · owns 25% to 50%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tampa, Fl | 4 | 0 | 0 | ||
| Murray, Ky | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Manchester, NH2 employees
- Somerset, KY2 employees
- Conway, NH1 employees
- Kingsland, TX1 employees
- Murray, KY1 employees
- Tucson, AZ1 employees
What changed
consecutive filings, newest first
- Accounts · 1,433 to 1,924Aug 18, 2025 to Mar 27, 2026
- Corporate clients · 10 to 19Aug 18, 2025 to Mar 27, 2026
- HNW clients · 94 to 119Aug 18, 2025 to Mar 27, 2026
- Individual clients · 1,298 to 1,108Aug 18, 2025 to Mar 27, 2026
- Pension plan clients · 31 to 29Aug 18, 2025 to Mar 27, 2026
- Discretionary RAUM · $410M to $474MAug 18, 2025 to Mar 27, 2026
- HNW RAUM · $195M to $270MAug 18, 2025 to Mar 27, 2026
- Individual RAUM · $199M to $183MAug 18, 2025 to Mar 27, 2026
- Pension RAUM · $14.9M to $16.8MAug 18, 2025 to Mar 27, 2026
- RAUM · $410M to $474MAug 18, 2025 to Mar 27, 2026
- Accounts · 1,534 to 1,433May 10, 2024 to Mar 24, 2025
- Advisory employees · 9 to 11May 10, 2024 to Mar 24, 2025
- Corporate clients · 12 to 10May 10, 2024 to Mar 24, 2025
- HNW clients · 51 to 94May 10, 2024 to Mar 24, 2025
- Individual clients · 1,007 to 1,298May 10, 2024 to Mar 24, 2025
- Pension plan clients · 35 to 31May 10, 2024 to Mar 24, 2025
- Employees · 9 to 11May 10, 2024 to Mar 24, 2025
- Insurance-licensed employees · 4 to 5May 10, 2024 to Mar 24, 2025
- Financial planning clients · More than 500 to More than 500May 10, 2024 to Mar 24, 2025
- HQ city · unset to May 10, 2024 to Mar 24, 2025
- HQ state · unset to May 10, 2024 to Mar 24, 2025
- State-registered IARs · 9 to 11May 10, 2024 to Mar 24, 2025
- Other offices · 6 to 8May 10, 2024 to Mar 24, 2025
- Discretionary RAUM · $325M to $410MMay 10, 2024 to Mar 24, 2025
- HNW RAUM · $111M to $195MMay 10, 2024 to Mar 24, 2025
- Individual RAUM · $201M to $199MMay 10, 2024 to Mar 24, 2025
- Pension RAUM · $11.3M to $14.9MMay 10, 2024 to Mar 24, 2025
- RAUM · $325M to $410MMay 10, 2024 to Mar 24, 2025
- Accounts · 1,032 to 1,534Mar 29, 2023 to Mar 19, 2024
- Advisory employees · 15 to 9Mar 29, 2023 to Mar 19, 2024
- BD registered reps · 4 to 0Mar 29, 2023 to Mar 19, 2024
- Corporate clients · 6 to 12Mar 29, 2023 to Mar 19, 2024
- HNW clients · 83 to 51Mar 29, 2023 to Mar 19, 2024
- Individual clients · 903 to 1,007Mar 29, 2023 to Mar 19, 2024
- Pension plan clients · 40 to 35Mar 29, 2023 to Mar 19, 2024
- Employees · 15 to 9Mar 29, 2023 to Mar 19, 2024
- Insurance-licensed employees · 3 to 4Mar 29, 2023 to Mar 19, 2024
- State-registered IARs · 15 to 9Mar 29, 2023 to Mar 19, 2024
- Discretionary RAUM · $268M to $325MMar 29, 2023 to Mar 19, 2024
- HNW RAUM · $112M to $111MMar 29, 2023 to Mar 19, 2024
Signals
4 dated events
- Jenny Lynn Rivard left Markowski Investments for American Wealth Protection Financial, Llc (registered 2022-04-07)Mar 30, 2022 · Advisor changed firm · fact
- Markowski Investments reported 6 offices beyond its principal office, up from 0 (2019-09-05 to 2020-03-16)Mar 16, 2020 · Office count change · derived
- Markowski Investments reported 15 state-registered advisory representatives, up from 5 (2019-09-05 to 2020-03-16)Mar 16, 2020 · Advisor headcount change · derived
- Marie Jessica Trunck (Cco) no longer on Schedule A of Markowski Investments (listed 2019-04-18, absent 2019-08-02)Aug 2, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 331-212-8100reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 813-445-5166reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 813-597-6400reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- truthofinvesting.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 8135976400reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026