Markle Financial LLC
● SEC registered since 2019CRD 302088SEC# 801-116686Laramie, WY
Ranks #5,508 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$141.2M
Fund GAV
$100K
Private funds
1
Employees
7
Accounts
616
Location
Laramie, WY
Markle Financial LLC assets under management
Markle Financial LLC is an SEC-registered investment adviser based in Laramie, WY. The firm has been registered since 2019. It reports $141.2 million in regulatory assets under management and employs 7 people. Markle Financial LLC manages 1 private fund with combined gross assets of $100,000, including Vertera LLC. By regulatory assets, it ranks 5,508 of 6,004 private fund managers.
Markle Financial LLC private funds
1 funds · $100K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Vertera LLC | Venture Capital | $100K | $100K |
Markle Financial LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Monique Schulman | Chief Compliance Officer | Under 5% | 2021 |
| Robert Wesley Teague Control | Partner | 10-25% | 2024 |
| Shannon Michael Markle Control | Managing Member | Over 75% | 2015 |
Frequently asked questions
How much does Markle Financial LLC manage?
Markle Financial LLC reports $141.2 million in regulatory assets under management on its Form ADV.
How many private funds does Markle Financial LLC manage?
Markle Financial LLC manages 1 private funds with combined gross assets of $100,000.
How many employees does Markle Financial LLC have?
Markle Financial LLC reports 7 employees.
Where is Markle Financial LLC located?
Markle Financial LLC is based in Laramie, WY and has been SEC-registered since 2019.
Does Markle Financial LLC disclose fund performance?
Markle Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 506 S. 21st St. Suite 101, Laramie, WY 82070 |
| Phone | (307) 721-1725 |
| Fax | (307)745-4540 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$141.2Mregulatory AUM
Discretionary $134.8MNon-discretionary $6.4M