Marquam Asset Management Llc
- Regulatory AUM
- $41.2M
- Discretionary
- $24.0M
- Clients
- 174
- Avg AUM / client
- $237K
- Accounts
- 281
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $10.7M | 26.0% |
| High net worth individuals | 39 | $21.4M | 51.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $3 | 0.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $375K | 0.91% |
| Charitable organizations | Fewer than 5 clients | $4.4M | 10.7% |
| Corporations and other businesses | Fewer than 5 clients | $4.3M | 10.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hans William Spence Powers | Registered representative | Jul 2008 (18y) | ||
| Richard Blakeney Goud | Registered representative | Jul 2008 (18y) | ||
| Peter Frank Bozikovich | Registered representative | Feb 2017 (9y) |
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) | 03/19/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $40.8M (99% 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗