MARCO INVESTMENT MANAGEMENT LLC
Adviser information for MARCO INVESTMENT MANAGEMENT LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 619 | $1.3B |
Non-Discretionary | 0 | $0 |
Total | 619 | $1.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 72 | $30.7M |
HNW Individuals | 172 | $1.0B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $97.6M |
State or municipal gov entities | <5 | $85.2M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $91.7M |
Other | <5 | $2.9M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 2.9M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
---|---|
PRIVATE ADVISOR NETWORK | WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC |
Principal Office
1100 ATLANTA FINANCIAL CENTER3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 404-504-8600, Fax: 404-504-8604
Chief Compliance Officer
MARK BURTON
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Tel:
404-504-8600
Fax:
404-504-8404
M******@***********M
(Full email address available in API data)
Regulatory Contact
STEVEN MARCO
MANAGING DIRECTOR
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA
GA
United States
Tel:
404-504-8600
Fax:
404-504-8404
S*****@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARCO, STEVEN, SCOTT | Individual | – | MANAGING DIRECTOR | 05/1998 | > 75% |
BURTON, MARK, CODY | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AAON INC | COM PAR $0.004 | 248K | 3K | – |
AFLAC INC | COM | 8M | 94K | – |
AGCO CORP | COM | 1M | 13K | – |
APA CORPORATION | COM | 2M | 61K | – |
AT&T INC | COM | 665K | 35K | – |
ABBOTT LABS | COM | 7M | 66K | – |
ABBVIE INC | COM | 24M | 141K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 3M | 10K | – |
ACUITY BRANDS INC | COM | 436K | 2K | – |
ADVANCED MICRO DEVICES INC | COM | 10M | 63K | – |
AKAMAI TECHNOLOGIES INC | COM | 767K | 9K | – |
ALPHABET INC | CAP STK CL A | 13M | 70K | – |
ALPHABET INC | CAP STK CL C | 2M | 9K | – |
ALTAIR ENGR INC | COM CL A | 289K | 3K | – |
ALTRIA GROUP INC | COM | 596K | 13K | – |
AMAZON COM INC | COM | 3M | 16K | – |
AMERICAN EXPRESS CO | COM | 17M | 73K | – |
AMGEN INC | COM | 12M | 39K | – |
APPLE INC | COM | 59M | 279K | – |
APPLIED MATLS INC | COM | 7M | 31K | – |
AUTOMATIC DATA PROCESSING IN | COM | 347K | 1K | – |
AUTOZONE INC | COM | 6M | 2K | – |
BHP GROUP LTD | SPONSORED ADS | 3M | 45K | – |
BANK AMERICA CORP | COM | 4M | 94K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
BOEING CO | COM | 288K | 2K | – |
BOOKING HOLDINGS INC | COM | 234K | 59 | – |
BRINKER INTL INC | COM | 279K | 4K | – |
BRISTOL-MYERS SQUIBB CO | COM | 2M | 37K | – |
BROADCOM INC | COM | 72M | 45K | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 355K | 2K | – |
CSX CORP | COM | 1M | 41K | – |
CVS HEALTH CORP | COM | 5M | 78K | – |
CARRIER GLOBAL CORPORATION | COM | 451K | 7K | – |
CASELLA WASTE SYS INC | CL A | 366K | 4K | – |
CATERPILLAR INC | COM | 24M | 72K | – |
CHEVRON CORP NEW | COM | 3M | 17K | – |
CHURCH & DWIGHT CO INC | COM | 550K | 5K | – |
THE CIGNA GROUP | COM | 24M | 72K | – |
CISCO SYS INC | COM | 15M | 318K | – |
CITIGROUP INC | COM NEW | 611K | 10K | – |
COCA COLA CO | COM | 18M | 290K | – |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 3M | 47K | – |
CONOCOPHILLIPS | COM | 16M | 136K | – |
CONSTELLATION BRANDS INC | CL A | 2M | 7K | – |
CONSTRUCTION PARTNERS INC | COM CL A | 245K | 4K | – |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 214K | 1K | – |
CORTEVA INC | COM | 1M | 21K | – |
COSTCO WHSL CORP NEW | COM | 35M | 41K | – |
CUMMINS INC | COM | 292K | 1K | – |
DARDEN RESTAURANTS INC | COM | 2M | 11K | – |
DARIOHEALTH CORP | COM NEW | 23K | 19K | – |
DEERE & CO | COM | 528K | 1K | – |
DESCARTES SYS GROUP INC | COM | 343K | 4K | – |
DEXCOM INC | COM | 429K | 4K | – |
DIGITAL RLTY TR INC | COM | 2M | 16K | – |
DOLLAR GEN CORP NEW | COM | 3M | 22K | – |
DOMINION ENERGY INC | COM | 705K | 14K | – |
DOVER CORP | COM | 1M | 6K | – |
DOW INC | COM | 2M | 41K | – |
DUPONT DE NEMOURS INC | COM | 1M | 16K | – |
DUKE ENERGY CORP NEW | COM NEW | 4M | 35K | – |
EOG RES INC | COM | 5M | 37K | – |
EATON CORP PLC | SHS | 3M | 8K | – |
EBAY INC. | COM | 544K | 10K | – |
ELECTRONIC ARTS INC | COM | 300K | 2K | – |
ELEDON PHARMACEUTICALS INC | COM | 80K | 30K | – |
SELECT SECTOR SPDR TR | ENERGY | 756K | 8K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 423K | 26K | – |
ENTERPRISE PRODS PARTNERS L | COM | 16M | 536K | – |
EXACT SCIENCES CORP | COM | 3M | 80K | – |
EXPEDIA GROUP INC | COM NEW | 3M | 23K | – |
EXPEDITORS INTL WASH INC | COM | 455K | 4K | – |
EXPONENT INC | COM | 292K | 3K | – |
EXTRA SPACE STORAGE INC | COM | 216K | 1K | – |
EXXON MOBIL CORP | COM | 9M | 75K | – |
FEDEX CORP | COM | 245K | 816 | – |
SELECT SECTOR SPDR TR | FINANCIAL | 1M | 28K | – |
FIRSTSERVICE CORP NEW | COM | 230K | 2K | – |
GENERAL MLS INC | COM | 1M | 20K | – |
GENUINE PARTS CO | COM | 1M | 8K | – |
GILEAD SCIENCES INC | COM | 2M | 23K | – |
GLOBAL PMTS INC | COM | 6M | 58K | – |
GOLDMAN SACHS GROUP INC | COM | 22M | 49K | – |
GRACO INC | COM | 365K | 5K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 7K | – |
HOME DEPOT INC | COM | 20M | 57K | – |
HONEYWELL INTL INC | COM | 9M | 44K | – |
HUMANA INC | COM | 747K | 2K | – |
IAC INC | COM NEW | 818K | 17K | – |
ISHARES TR | ISHARES BIOTECH | 575K | 4K | – |
ISHARES TR | U.S. TECH ETF | 256K | 2K | – |
INMODE LTD | SHS | 685K | 38K | – |
INTERNATIONAL BUSINESS MACHS | COM | 2M | 11K | – |
INTEL CORP | COM | 5M | 177K | – |
INTERNATIONAL FLAVORS&FRAGRA | COM | 2M | 16K | – |
INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | – |
JPMORGAN CHASE & CO. | COM | 32M | 160K | – |
JACOBS SOLUTIONS INC | COM | 5M | 35K | – |
JOHNSON & JOHNSON | COM | 4M | 29K | – |
KLA CORP | COM NEW | 19M | 23K | – |
KIMBERLY-CLARK CORP | COM | 2M | 14K | – |
L3HARRIS TECHNOLOGIES INC | COM | 5M | 24K | – |
LKQ CORP | COM | 258K | 6K | – |
LAM RESEARCH CORP | COM | 11M | 10K | – |
LEMAITRE VASCULAR INC | COM | 202K | 2K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
LOWES COS INC | COM | 23M | 106K | – |
LYONDELLBASELL INDUSTRIES N | SHS - A - | 20M | 208K | – |
MAGNA INTL INC | COM | 3M | 83K | – |
MARTIN MARIETTA MATLS INC | COM | 257K | 475 | – |
MARVELL TECHNOLOGY INC | COM | 8M | 110K | – |
MASTERCARD INCORPORATED | CL A | 247K | 561 | – |
MCDONALDS CORP | COM | 4M | 15K | – |
MCKESSON CORP | COM | 401K | 686 | – |
MEDTRONIC PLC | SHS | 8M | 98K | – |
MERCK & CO INC | COM | 12M | 94K | – |
META PLATFORMS INC | CL A | 6M | 12K | – |
MICROSOFT CORP | COM | 35M | 79K | – |
MONDELEZ INTL INC | CL A | 245K | 4K | – |
MOSAIC CO NEW | COM | 2M | 55K | – |
NXP SEMICONDUCTORS N V | COM | 20M | 73K | – |
NETFLIX INC | COM | 361K | 535 | – |
NEXTERA ENERGY INC | COM | 224K | 3K | – |
NORTHROP GRUMMAN CORP | COM | 7M | 16K | – |
NOVANTA INC | COM | 241K | 1K | – |
NOVARTIS AG | SPONSORED ADR | 2M | 15K | – |
NOVO-NORDISK A S | ADR | 942K | 7K | – |
NUCOR CORP | COM | 271K | 2K | – |
NUTRIEN LTD | COM | 290K | 6K | – |
NUVEEN S&P 500 BUY-WRITE INC | COM | 274K | 20K | – |
NVIDIA CORPORATION | COM | 6M | 51K | – |
ONEOK INC NEW | COM | 334K | 4K | – |
ORACLE CORP | COM | 16M | 111K | – |
PALO ALTO NETWORKS INC | COM | 23M | 67K | – |
PAYPAL HLDGS INC | COM | 3M | 43K | – |
PEMBINA PIPELINE CORP | COM | 207K | 6K | – |
PEPSICO INC | COM | 563K | 3K | – |
PERMIANVILLE RTY TR | TR UNIT | 12K | 12K | – |
PFIZER INC | COM | 4M | 143K | – |
PHILIP MORRIS INTL INC | COM | 315K | 3K | – |
PHILLIPS 66 | COM | 11M | 76K | – |
PROCTER AND GAMBLE CO | COM | 10M | 61K | – |
QUALCOMM INC | COM | 39M | 194K | – |
QUANTA SVCS INC | COM | 4M | 15K | – |
RBC BEARINGS INC | COM | 205K | 760 | – |
RPM INTL INC | COM | 929K | 9K | – |
RTX CORPORATION | COM | 1M | 14K | – |
REALTY INCOME CORP | COM | 3M | 61K | – |
REPUBLIC SVCS INC | COM | 210K | 1K | – |
ROLLINS INC | COM | 1M | 21K | – |
ROPER TECHNOLOGIES INC | COM | 5M | 9K | – |
ROSS STORES INC | COM | 668K | 5K | – |
S&P GLOBAL INC | COM | 262K | 588 | – |
SPS COMM INC | COM | 263K | 1K | – |
STMICROELECTRONICS N V | NY REGISTRY | 852K | 22K | – |
SALESFORCE INC | COM | 14M | 53K | – |
SCHLUMBERGER LTD | COM STK | 636K | 13K | – |
SHELL PLC | SPON ADS | 260K | 4K | – |
SIMPSON MFG INC | COM | 281K | 2K | – |
STARBUCKS CORP | COM | 3M | 36K | – |
STRYKER CORPORATION | COM | 19M | 54K | – |
SYSCO CORP | COM | 630K | 9K | – |
TJX COS INC NEW | COM | 3M | 29K | – |
TARGET CORP | COM | 452K | 3K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 6K | – |
TESLA INC | COM | 4M | 18K | – |
TEXAS INSTRS INC | COM | 2M | 9K | – |
SCHWAB CHARLES CORP | COM | 6M | 77K | – |
SOUTHERN CO | COM | 786K | 10K | – |
THERMO FISHER SCIENTIFIC INC | COM | 7M | 12K | – |
TOTALENERGIES SE | SPONSORED ADS | 1M | 19K | – |
TRAVELERS COMPANIES INC | COM | 396K | 2K | – |
TRUIST FINL CORP | COM | 2M | 46K | – |
US BANCORP DEL | COM NEW | 376K | 9K | – |
UNION PAC CORP | COM | 13M | 56K | – |
UNITED PARCEL SERVICE INC | CL B | 15M | 110K | – |
UNITEDHEALTH GROUP INC | COM | 19M | 37K | – |
UNIVERSAL INS HLDGS INC | COM | 188K | 10K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 639K | 8K | – |
VERIZON COMMUNICATIONS INC | COM | 3M | 81K | – |
VISA INC | COM CL A | 404K | 2K | – |
VULCAN MATLS CO | COM | 224K | 900 | – |
WALMART INC | COM | 18M | 268K | – |
DISNEY WALT CO | COM | 6M | 64K | – |
WELLS FARGO CO NEW | COM | 2M | 29K | – |
WEYERHAEUSER CO MTN BE | COM NEW | 312K | 11K | – |
YUM BRANDS INC | COM | 305K | 2K | – |
ISHARES TR | EAFE VALUE ETF | 287K | 5K | – |
EA SERIES TRUST | EUCLIDEAN FUNDAM | 504K | 16K | – |
ISHARES TR | CORE S&P500 ETF | 575K | 1K | – |
ISHARES TR | CORE S&P MCP ETF | 1M | 24K | – |
ISHARES TR | CORE S&P SCP ETF | 201K | 2K | – |
ISHARES TR | MSCI KLD400 SOC | 208K | 2K | – |
ISHARES TR | S&P 100 ETF | 278K | 1K | – |
ISHARES TR | SP SMCP600VL ETF | 223K | 2K | – |
ISHARES TR | SELECT DIVID ETF | 698K | 6K | – |
ISHARES TR | RUS 2000 GRW ETF | 248K | 945 | – |
INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 248K | 5K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 2M | 15K | – |
SPDR GOLD TR | GOLD SHS | 10M | 47K | – |
SPDR S&P 500 ETF TR | TR UNIT | 11M | 21K | – |
VANGUARD INDEX FDS | GROWTH ETF | 2M | 6K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 747K | 6K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 222K | 889 | – |
VANGUARD INDEX FDS | SMALL CP ETF | 235K | 1K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 305K | 2K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 606K | 2K | – |
VANGUARD INDEX FDS | VALUE ETF | 407K | 3K | – |