Marietta Investment Partners, LLC

RIASEC RegisteredEst. 2000
Total AUM
$684M
Discretionary
$684M
100% of AUM
Avg account
$4.5M
Accounts
151
Employees
7
Advisory reps
6

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
108479
Registered since
January 20, 2000
Website
www.mariettallc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.17%
  • Charitable Organizations7.45%
  • Individuals6.74%
  • Corporations / Businesses0.92%
  • Insurance Companies0.71%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marietta Investment Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm is owned by an individual and charges clients on a percentage-of-assets basis. Its client mix includes high-net-worth individuals and families as well as institutional accounts. Primary advisory work is portfolio management for individuals/small businesses and for businesses or institutions. The firm reports being an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Cash & Cash Equivalents 12%, State & Local Bonds 5%, US Government Bonds 3%, Public Funds/Mutual Funds 3%, Investment Grade Corp Bonds 1%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents12%
  • State & Local Bonds5%
  • US Government Bonds3%
  • Public Funds/Mutual Funds3%

Owners & executives

1 of 1
  • Robert Draper

    Robert Draper

    Partner, Portfolio Manager, and Chief Compliance OfficerCRD 6172609

Contacts

3 of 5
  • Jonathan Smucker

    Jonathan Smucker

    Partner and Portfolio ManagerCRD 6163725

  • Mary Allmon

    Mary Allmon

    Partner, Portfolio ManagerCRD 6037044

  • Charles Evans

    Charles Evans

    Partner and DirectorCRD 6172611

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$10.9M in ETFs

Passive

100%

$10.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$2.9M14,19026.20%
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Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
833 E Michigan St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth