MARKLE FINANCIAL LLC

RIASEC RegisteredEst. 2019

Total AUM

$141M

Discretionary

$135M

95% of AUM

Avg account

$229K

Accounts

616

Employees

Advisory reps

Firm details

Headquarters: LARAMIE, Wyoming
CRD number: 302088
Registered since: May 24, 2019
Website: www.marklefinancial.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.12%
Individuals38.28%
Pension & Profit Sharing Plans4.53%
Pooled Investment Vehicles0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Markle Financial LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management across direct clients and pooled vehicles, and it also performs third‑party manager selection. Its fee arrangements include AUM‑based fees, hourly charges, and fixed fees. Markle does not identify as an active ESG investor and currently reports operating as a single‑state adviser.