Kirr, Marbach & Company, LLC
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
FINTRXOverview
Kirr, Marbach & Company, LLC is an institutional registered investment adviser formed in 1975 and organized as an LLC. The firm operates on a percentage-of-AUM fee model and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses, investment companies and institutions, and the publication of periodicals or newsletters. The firm is owner-operated (individual owner) and is not identified as an active ESG investor or a multi-state adviser in the source material.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Mark Foster
CIO and Managing PartnerCRD 4342080
Contacts
3 of 5
Mickey Kim
Managing PartnerCRD 1162054
David Kirr
PartnerCRD 4342031
Matthew Kirr
Partner, Director of Client ServiceCRD 4050471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$115M in ETFs
100%
$115M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) | Invesco | Passive | Target Maturity | $19.2M | 985,723 | 16.75% |
Location
Columbus, IN
Bartholomew
Location
Columbus, IN
Headquartered in Columbus, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Bartholomew
- Address
- 621 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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