Marotta Asset Management, Inc.
- Regulatory AUM
- $686M
- Discretionary
- $661M
- Clients
- 366
- Avg AUM / client
- $1.9M
- Accounts
- 1,947
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 169 | $52.6M | 7.67% |
| High net worth individuals | 185 | $610M | 89.0% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 10 | $22.2M | 3.23% |
| Charitable organizations | 2 | $849K | 0.12% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David John Marotta | President/Chief Compliance Officer | CFP | Jul 2000 (26y) | 75% or more |
| Megan Marotta Russell | Vice President, Coo | CFP | Dec 2020 (6y) | Less than 5% |
| Courtney Fraser Regan | Registered representative | CFP | Sep 2016 (10y) | |
| Elizabeth Louise Brew | Registered representative | CFP | Jul 2017 (9y) | |
| Elizabeth Friday Horbaly | Registered representative | CFP | Jul 2019 (7y) | |
| Greg Taylor Vairo | Registered representative | CFP | Mar 2022 (4y) | |
| Jacob Lee Massanopoli | Registered representative | CFP | Jun 2024 (2y) | |
| Alexandra Elizabeth Goldston | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% 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) | 07/01/2026 | 902 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $493M (72% of AUM) Jul 2026
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: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗