Marketocracy Masters Inc.
- Regulatory AUM
- $4.5M
- Discretionary
- $4.5M
- Clients
- 18
- Avg AUM / client
- $250K
- Accounts
- 19
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $4.5M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Philip Jude Mitchell | Director, President, Chief Executive Officer, Chief Investment Officer | Feb 2005 (22y) | ≈ 7.5% – 25% via Hall Of Fame Corp Dba Ping Software Usa | |
| Archer, John, Starek | Director, Treasurer, Chief Financial Officer | May 2021 (5y) | Less than 5% | |
| Brownworth, Glen, Steven | Director, Chief Technology Officer | May 2021 (5y) | 25% – 50% | |
| Groysman, Eugene, Allen | Vice President, Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Harden, Kyle, Kayne | Director | May 2021 (5y) | Less than 5% | |
| Quimby, Teri, Lynn | Director | May 2021 (5y) | Less than 5% | |
| Schifrin, Matthew, Adam | Director | May 2021 (5y) | Less than 5% | |
| Daniel Steven Wieman | Registered representative | Jul 2021 (5y) | ||
| Bethany Kelly Wieman | Registered representative | Jun 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hall Of Fame Corp Dba Ping Software Usa | Owner | May 2021 | A | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anthony Philip Jude Mitchell: 75% – 100% of Hall Of Fame Corp Dba Ping Software Usa × 10% – 25% direct ≈ 7.5% – 25% of the firm
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) | 07/17/2026 | 1020 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
- Interactive Brokers $4.5M (100% of AUM) Jul 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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗