Marvel Financial Planning, Inc.
● SEC registered since 2023CRD 327420SEC# 801-128603
Reg. AUM
$139.4M
Employees
4
Accounts
726
Location
—
Marvel Financial Planning, Inc. assets under management
Marvel Financial Planning, Inc. is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $139.4 million in regulatory assets under management and employs 4 people.
Marvel Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katharine Booth Marvel Control | Chief Compliance Officer, President, And Managing Member | Over 75% | 2001 |
Frequently asked questions
How much does Marvel Financial Planning, Inc. manage?
Marvel Financial Planning, Inc. reports $139.4 million in regulatory assets under management on its Form ADV.
How many employees does Marvel Financial Planning, Inc. have?
Marvel Financial Planning, Inc. reports 4 employees.
Does Marvel Financial Planning, Inc. disclose fund performance?
Marvel Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 317-570-1800 |
| Office hours | 10:00 a.m. To 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$139.4Mregulatory AUM
Discretionary $139.4M