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Marshall Investment Management, LLC
Marshall Investment Management, LLC is a Registered Investment Adviser, founded in 2015 and headquartered in Littleton, Colorado. The firm provides personalized wealth management and financial planning services, offering both discretionary and non-discretionary investment advisory solutions tailored to individual client needs. Their team includes several seasoned advisors and a compliance officer. Clients range from individuals to families, receiving services that emphasize transparency, fiduciary responsibility, and ongoing personalized strategies. Marshall Investment Management follows a fee-only model and does not receive any commissions, ensuring client interests are prioritized.
Investment Strategy
Marshall Investment Management, LLC offers customized portfolio management for clients, focusing on building, managing, and preserving wealth through personalized investment strategies. The firm delivers both discretionary and non-discretionary services, including Advisor Managed Portfolios and access to LPL Financial's programs. They allow for account-specific restrictions and review client portfolios regularly to ensure alignment with individual goals and risk profiles. The investment philosophy emphasizes transparency, ethical conduct under a Code of Ethics, and providing financial planning without performance-based fees or side-by-side management. Clients can also instruct the firm to avoid certain industries or securities in their portfolios.
Latest 13F Filing Activity
Marshall Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $21M. The fund increased holdings in John Hancock Exchange Traded, Ark Etf TR, Fidelity Covington Trust among other positions. Marshall Investment Management, LLC reduced exposure to Berkshire Hathaway Inc. Del, SPDR Gold TR, First TR Exchange Traded FD among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FV | FIRST TR EXCHANGE TRADED FD | 10.50% | $2.2M | 37,278 | $59.06 | $59.26 | -$841.3K |
M MSFT | MICROSOFT CORP | 10.24% | $2.2M | 4,334 | $419.88 | $497.41 | -$4.6M |
A ARKW | ARK ETF TR | 9.42% | $2.0M | 13,427 | $107.98 | $147.62 | +$484.0K |
F FVD | FIRST TR EXCHANGE-TRADED FD | 9.03% | $1.9M | 42,535 | $44.24 | $44.70 | -$5.1M |
S SPY | SPDR S&P 500 ETF TR | 8.79% | $1.9M | 2,995 | $582.00 | $617.85 | -$5.1M |
Industry Allocation
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