Kenneth Ezell
Marco Investment Management · Atlanta, Georgia
Kenneth Ezell 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 1233609 |
| Exams passed | Series 63 (1995) · Series 65 (1992) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.marcoinv.com |
How Kenneth'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 Kenneth
Is Kenneth Ezell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth 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 Kenneth charge for financial advice?
Kenneth's firm, Marco Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kenneth Ezell based?
Kenneth Ezell is based in Atlanta, Georgia.
What credentials does Kenneth Ezell hold?
Kenneth Ezell holds the CFA credential.
Is Kenneth Ezell registered with the SEC?
Yes. Kenneth Ezell is registered as an investment adviser representative in GA (CRD 1233609), 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 Kenneth Ezell?
Through Kenneth'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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