THE MARSHALL FINANCIAL GROUP LLC
CRD #146362 SEC #801-117820 HUNT VALLEY, MD (410) 563-1190
SEC Registered
Total AUM
$593M
Discretionary
$582.7M
Employees
18
Clients
--
Accounts
2,449
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $593M | $582.7M | $10.4M | 18 | 0 |
| Oct 2025 | $593M | $582.7M | $10.4M | 19 | 0 |
| Sep 2025 | $593M | $582.7M | $10.4M | 20 | 0 |
| Sep 2025 | $593M | $582.7M | $10.4M | 19 | 0 |
| Aug 2025 | $593M | $582.7M | $10.4M | 20 | 0 |
| May 2025 | $593M | $582.7M | $10.4M | 19 | 0 |
| Mar 2025 | $593M | $582.7M | $10.4M | 18 | 0 |
| Feb 2025 | $593M | $582.7M | $10.4M | 17 | 0 |
| Jan 2025 | $593M | $582.7M | $10.4M | 18 | 0 |
| Dec 2024 | $468.7M | $459.6M | $9.1M | 18 | 0 |
| Sep 2024 | $468.7M | $459.6M | $9.1M | 17 | 0 |
| Sep 2024 | $468.7M | $459.6M | $9.1M | 16 | 0 |
| Jul 2024 | $468.7M | $459.6M | $9.1M | 16 | 0 |
| Jun 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Jun 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Apr 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Apr 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Mar 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Mar 2024 | $468.7M | $459.6M | $9.1M | 13 | 0 |
| Dec 2023 | $380.7M | $368.2M | $12.4M | 14 | 0 |
| Nov 2023 | $380.7M | $368.2M | $12.4M | 6 | 0 |
| Oct 2023 | $380.7M | $368.2M | $12.4M | 6 | 0 |
| Oct 2023 | $380.7M | $368.2M | $12.4M | 7 | 0 |
| Sep 2023 | $380.7M | $368.2M | $12.4M | 7 | 0 |
| Jun 2023 | $380.7M | $368.2M | $12.4M | 7 | 0 |
| Apr 2023 | $380.7M | $368.2M | $12.4M | 7 | 0 |
| Mar 2023 | $380.7M | $368.2M | $12.4M | 8 | 0 |
| Jan 2023 | $380.7M | $368.2M | $12.4M | 9 | 0 |
| Oct 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Oct 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Oct 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Jul 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Jun 2022 | $411.8M | $399.6M | $12.2M | 9 | 0 |
| Jun 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Apr 2022 | $411.8M | $399.6M | $12.2M | 10 | 0 |
| Mar 2022 | $411.8M | $399.6M | $12.2M | 8 | 0 |
| Mar 2022 | $411.8M | $399.6M | $12.2M | 8 | 0 |
| Feb 2022 | $411.8M | $399.6M | $12.2M | 8 | 0 |
| Feb 2022 | $208.3M | $208.3M | $0 | 8 | 0 |
| Feb 2022 | $208.3M | $208.3M | $0 | 8 | 0 |
| Dec 2021 | $208.3M | $208.3M | $0 | 7 | 0 |
| Dec 2021 | $208.3M | $208.3M | $0 | 7 | 0 |
| Nov 2021 | $208.3M | $208.3M | $0 | 8 | 0 |
| Oct 2021 | $208.3M | $208.3M | $0 | 8 | 0 |
| Sep 2021 | $208.3M | $208.3M | $0 | 7 | 0 |
| Aug 2021 | $208.3M | $208.3M | $0 | 5 | 0 |
| Jun 2021 | $208.3M | $208.3M | $0 | 5 | 0 |
| Jan 2021 | $208.3M | $208.3M | $0 | 5 | 0 |
| Nov 2020 | $150.3M | $150M | $367.7K | 4 | 0 |
| Oct 2020 | $150.3M | $150M | $367.7K | 4 | 0 |
| Oct 2020 | $150.3M | $150M | $367.7K | 4 | 0 |
| Oct 2020 | $150.3M | $150M | $367.7K | 4 | 0 |
| Sep 2020 | $150.3M | $150M | $367.7K | 5 | 0 |
| Jun 2020 | $150.3M | $150M | $367.7K | 5 | 0 |
| Mar 2020 | $150.3M | $150M | $367.7K | 5 | 0 |
| Feb 2020 | $150.3M | $150M | $367.7K | 5 | 0 |
| Nov 2019 | $150.3M | $150M | $367.7K | 5 | 0 |
DateNov 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees18
Clients0
DateOct 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees19
Clients0
DateSep 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees20
Clients0
DateSep 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees19
Clients0
DateAug 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees20
Clients0
DateMay 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees19
Clients0
DateMar 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees18
Clients0
DateFeb 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees17
Clients0
DateJan 2025
Total AUM$593M
Discretionary$582.7M
Non-Disc.$10.4M
Employees18
Clients0
DateDec 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees18
Clients0
DateSep 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees17
Clients0
DateSep 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees16
Clients0
DateJul 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees16
Clients0
DateJun 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateJun 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateApr 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateApr 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateMar 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateMar 2024
Total AUM$468.7M
Discretionary$459.6M
Non-Disc.$9.1M
Employees13
Clients0
DateDec 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees14
Clients0
DateNov 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees6
Clients0
DateOct 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees6
Clients0
DateOct 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees7
Clients0
DateSep 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees7
Clients0
DateJun 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees7
Clients0
DateApr 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees7
Clients0
DateMar 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees8
Clients0
DateJan 2023
Total AUM$380.7M
Discretionary$368.2M
Non-Disc.$12.4M
Employees9
Clients0
DateOct 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateOct 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateOct 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateJul 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateJun 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees9
Clients0
DateJun 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateApr 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees10
Clients0
DateMar 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees8
Clients0
DateMar 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees8
Clients0
DateFeb 2022
Total AUM$411.8M
Discretionary$399.6M
Non-Disc.$12.2M
Employees8
Clients0
DateFeb 2022
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees4
Clients0
DateOct 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees4
Clients0
DateOct 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees4
Clients0
DateOct 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees4
Clients0
DateSep 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees5
Clients0
DateJun 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees5
Clients0
DateMar 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees5
Clients0
DateFeb 2020
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees5
Clients0
DateNov 2019
Total AUM$150.3M
Discretionary$150M
Non-Disc.$367.7K
Employees5
Clients0