Kirr, Marbach & Company, Llc
- Regulatory AUM
- $588M
- Discretionary
- $588M
- Clients
- 180
- Avg AUM / client
- $3.3M
- Accounts
- 281
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $39.2M | 6.67% |
| High net worth individuals | 90 | $348M | 59.2% |
| Investment companies | 1 | $110M | 18.8% |
| Pension and profit sharing plans | 0 | $17.9M | 3.05% |
| State or municipal government entities | Fewer than 5 clients | $32.2M | 5.48% |
| Corporations and other businesses | Fewer than 5 clients | $27.4M | 4.66% |
| Other | Fewer than 5 clients | $12.9M | 2.19% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Michael Kirr | Member | CFA | Jan 1995 (32y) | 10% – 25% |
| Mark David Foster | Member | CFA | Jan 1995 (32y) | 25% – 50% |
| Mickey Kim | Member/Chief Compliance Officer | CFA | Jan 1995 (32y) | 25% – 50% |
| Matthew David Kirr | Member | Dec 2011 (15y) | Less than 5% | |
| Margaret Hae Soon Kamman | Registered representative | CFP | Jul 2022 (4y) | |
| Zachary Paul Greiner | Registered representative | CFP | Jul 2022 (4y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Salin Bank And Trust Company $238M (51% of AUM) Mar 2019
- Horizon Bank, N.A. $173M (29% of AUM) Mar 2026
- Charles Schwab & Co. $151M (26% of AUM) Mar 2026
- National Bank Financial Inc. $85.7M (15% of AUM) Mar 2026
- UBS $73.1M (14% of AUM) Jun 2020
- U.S. Bank $65.2M (14% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗