MARMO FINANCIAL GROUP, LLC
CRD #143816 SEC #801-113718 JOHNSON CITY, TN 423-282-0514
SEC Registered
Total AUM
$248.8M
Discretionary
$248.7M
Employees
10
Clients
11
Accounts
1,710
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $248.8M | $248.7M | $34.6K | 10 | 1 |
| Nov 2025 | $248.8M | $248.7M | $34.6K | 10 | 1 |
| Jun 2025 | $248.8M | $248.7M | $34.6K | 10 | 1 |
| Mar 2025 | $248.8M | $248.7M | $34.6K | 10 | 1 |
| Nov 2024 | $226M | $225.9M | $29.4K | 10 | 8 |
| Oct 2024 | $226M | $225.9M | $29.4K | 10 | 8 |
| Mar 2024 | $226M | $225.9M | $29.4K | 10 | 8 |
| Sep 2023 | $198.9M | $198.9M | $0 | 9 | 10 |
| Jul 2023 | $198.9M | $198.9M | $0 | 9 | 10 |
| Mar 2023 | $198.9M | $198.9M | $0 | 9 | 10 |
| Mar 2022 | $245.4M | $245.4M | $0 | 5 | 13 |
| Nov 2021 | $202.8M | $202.8M | $0 | 5 | 6 |
| Mar 2021 | $202.8M | $202.8M | $0 | 5 | 6 |
| Jun 2020 | $157.2M | $157.2M | $0 | 6 | 15 |
| Mar 2020 | $157.2M | $157.2M | $0 | 6 | 15 |
| Sep 2019 | $126.6M | $126.6M | $0 | 3 | 15 |
| Mar 2019 | $126.6M | $126.6M | $0 | 3 | 15 |
| Nov 2018 | $135.5M | $135.5M | $0 | 3 | 10 |
| Jun 2018 | $135.5M | $135.5M | $0 | 3 | 10 |
DateNov 2025
Total AUM$248.8M
Discretionary$248.7M
Non-Disc.$34.6K
Employees10
Clients1
DateNov 2025
Total AUM$248.8M
Discretionary$248.7M
Non-Disc.$34.6K
Employees10
Clients1
DateJun 2025
Total AUM$248.8M
Discretionary$248.7M
Non-Disc.$34.6K
Employees10
Clients1
DateMar 2025
Total AUM$248.8M
Discretionary$248.7M
Non-Disc.$34.6K
Employees10
Clients1
DateNov 2024
Total AUM$226M
Discretionary$225.9M
Non-Disc.$29.4K
Employees10
Clients8
DateOct 2024
Total AUM$226M
Discretionary$225.9M
Non-Disc.$29.4K
Employees10
Clients8
DateMar 2024
Total AUM$226M
Discretionary$225.9M
Non-Disc.$29.4K
Employees10
Clients8
DateSep 2023
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees9
Clients10
DateJul 2023
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees9
Clients10
DateMar 2023
Total AUM$198.9M
Discretionary$198.9M
Non-Disc.$0
Employees9
Clients10
DateMar 2022
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees5
Clients13
DateNov 2021
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees5
Clients6
DateMar 2021
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees5
Clients6
DateJun 2020
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees6
Clients15
DateMar 2020
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees6
Clients15
DateSep 2019
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees3
Clients15
DateMar 2019
Total AUM$126.6M
Discretionary$126.6M
Non-Disc.$0
Employees3
Clients15
DateNov 2018
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients10
DateJun 2018
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees3
Clients10