Marotta Asset Management, Inc.
● SEC registered since 2004CRD 115645SEC# 801-62848Charlottesville, VA
Reg. AUM
$686M
Employees
16
Accounts
1,947
Location
Charlottesville, VA
Marotta Asset Management, Inc. assets under management
Marotta Asset Management, Inc. is an investment advisory firm registered with the SEC based in Charlottesville, VA. The firm has been registered since 2004. It reports $686 million in regulatory assets under management and employs 16 people.
Marotta Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Marotta Control | President/Chief Compliance Officer | Over 75% | 2000 |
| Megan Marotta Russell Control | Vice President, Coo | Under 5% | 2020 |
Frequently asked questions
How much does Marotta Asset Management, Inc. manage?
Marotta Asset Management, Inc. reports $686 million in regulatory assets under management on its Form ADV.
How many employees does Marotta Asset Management, Inc. have?
Marotta Asset Management, Inc. reports 16 employees.
Where is Marotta Asset Management, Inc. located?
Marotta Asset Management, Inc. is based in Charlottesville, VA and has been SEC-registered since 2004.
Does Marotta Asset Management, Inc. disclose fund performance?
Marotta Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Ednam Center, Suite 200, Charlottesville, VA 22903-4615 |
| Phone | 434-244-0000 |
| Office hours | 9a.m.-4p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1802091 |
| Discloses disciplinary history | No |
Regulatory AUM
$686M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$686Mregulatory AUM
Discretionary $660.9MNon-discretionary $25.1M