Marietta Investment Partners, Llc
- Regulatory AUM
- $684M
- Discretionary
- $684M
- Clients
- 147
- Avg AUM / client
- $4.7M
- Accounts
- 151
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 82 | $46.1M | 6.74% |
| High net worth individuals | 55 | $576M | 84.2% |
| Charitable organizations | 10 | $51.0M | 7.45% |
| Insurance companies | Fewer than 5 clients | $4.8M | 0.71% |
| Corporations and other businesses | Fewer than 5 clients | $6.3M | 0.92% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Thadewald Evans | Managing Director | Feb 2000 (27y) | Less than 5% | |
| Lori Jean Brook | Director Of Operations And Member | Mar 2000 (26y) | 10% – 25% | |
| Charles Patrick Evans | Associate Director And Member | Mar 2012 (14y) | 10% – 25% | |
| Jonathan Andrew Smucker | Portfolio Manager And Member | Feb 2013 (13y) | 10% – 25% | |
| Robert Christopher Draper | Chief Compliance Officer, Portfolio Manager And Member | Mar 2013 (13y) | 10% – 25% | |
| Mary Theresa Allmon | Portfolio Manager And Member | CFP | Jan 2016 (11y) | 10% – 25% |
| Amanda K Grams | Senior Portfolio Administrator And Member | Aug 2019 (7y) | 10% – 25% |
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) | 03/24/2026 | 919 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $646M (94% of AUM) Mar 2026
- Fifth Third Bank $178M (29% of AUM) Oct 2025
- U.S. Bank $70.6M (15% of AUM) Mar 2023
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗