Kirr, Marbach & Company, LLC

RIASEC Registered

Total AUM

$588M

Discretionary

$588M

100% of AUM

Avg account

$2.1M

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: Columbus, Indiana
CRD number: 104634
Registered since: June 2, 1975
Website: kirrmar.com
Custodians: HORIZON BANK, N.A., CHARLES SCHWAB & CO., INC., NATIONAL BANK OF INDIANAPOLIS
Fee structure: Percentage of AUM
Client types: HNWI59.2%
Investment Companies18.75%
Individuals6.67%
State / Municipal Government5.48%
Corporations / Businesses4.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Kirr, Marbach & Company, LLC is an institutional registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (initial registration year 1975) and serves both individual/family clients and institutional accounts under a percentage-of-assets fee model. Its advisory activity centers on financial planning and portfolio management across a range of client types — individuals and small businesses, investment companies, and other business or institutional clients — and the firm also publishes periodicals or newsletters as part of its practice. The firm emphasizes equity-oriented management rather than ESG integration and does not identify as a multi-state or pension consulting adviser. It is not described as a capital allocator; its product mix and filings point to traditional discretionary portfolio management as the primary business line.