The Marshall Financial Group, Inc
CRD 110935SEC# 801-62319Doylestown, PA
No longer SEC-registered. The Marshall Financial Group, Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$866.4M
Employees
20
Accounts
1,579
Location
Doylestown, PA
The Marshall Financial Group, Inc assets under management
The Marshall Financial Group, Inc is a registered investment adviser overseen by the SEC based in Doylestown, PA. It reports $866.4 million in regulatory assets under management and employs 20 people.
The Marshall Financial Group, Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Joseph Reinert Control | Chief Operations Officer / Chief Investment Officer | Under 5% | 2019 |
| Daniel David Cairns Control | Chief Financial Officer / Chief Compliance Officer / Treasurer / Secretary | Under 5% | 2002 |
| Donald Robert Scholz Control | Vice President | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does The Marshall Financial Group, Inc manage?
The Marshall Financial Group, Inc reports $866.4 million in regulatory assets under management on its Form ADV.
How many employees does The Marshall Financial Group, Inc have?
The Marshall Financial Group, Inc reports 20 employees.
Where is The Marshall Financial Group, Inc located?
The Marshall Financial Group, Inc is based in Doylestown, PA.
Does The Marshall Financial Group, Inc disclose fund performance?
The Marshall Financial Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 West Court Street, Doylestown, PA 18901 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$866.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$866.4Mregulatory AUM
Discretionary $865.1MNon-discretionary $1.3M