David McBride
Marco Investment Management · Atlanta, Georgia
David McBride is a fee-only financial advisor at Marco Investment Management in Atlanta, Georgia, who holds the CFA credential. Marco Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marco Investment Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.77B across 694 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 3025522 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.marcoinv.com |
| Profile |
How David's firm compares
- Marco Investment Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 694 accounts).
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Questions about David
Is David McBride a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Marco Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Marco Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is David McBride based?
David McBride is based in Atlanta, Georgia.
What credentials does David McBride hold?
David McBride holds the CFA credential.
Is David McBride registered with the SEC?
Yes. David McBride is registered as an investment adviser representative in GA (CRD 3025522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marco Investment Management manage?
Marco Investment Management reports $1.77B across 694 accounts in assets under management.
How do I contact David McBride?
Through David's website, www.marcoinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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