Markowski Brothers Holding Corporation
- Regulatory AUM
- $474M
- Discretionary
- $474M
- Clients
- 1,275
- Avg AUM / client
- $372K
- Accounts
- 1,924
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,108 | $183M | 38.7% |
| High net worth individuals | 119 | $270M | 57.0% |
| Pension and profit sharing plans | 29 | $16.8M | 3.54% |
| Corporations and other businesses | 19 | $3.4M | 0.71% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Markowski | Director | Jan 2003 (24y) | 25% – 50% | |
| Matthew Markowski | Director And Cco | CFP | Jan 2003 (24y) | 25% – 50% |
| Michael John Markowski | Director | Jan 2003 (24y) | 25% – 50% | |
| Joshua Manuel Markowski | Registered representative | Chartered Financial Consultant | May 2016 (10y) | |
| Lance Dee Cherry | Registered representative | Apr 2019 (7y) | ||
| Gary Arthur Kueker | Registered representative | May 2019 (7y) | ||
| Boyce Lee Mc Loud | Registered representative | Sep 2019 (7y) | ||
| Robert William Freshour | Registered representative | Nov 2022 (4y) | ||
| Austin Gray Lowder | Registered representative | Jul 2024 (2y) | ||
| Timothy Dean Walworth | Registered representative | Jan 2025 (2y) | ||
| Logan Foster | Registered representative | Oct 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) | 03/27/2026 | 1000 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $310M (65% of AUM) Mar 2026
- Charles Schwab & Co. $164M (35% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗