# Steven Marco

> Steven Marco 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.

Page: https://find.wellspent.co/advisors/steven-marco/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Marco Investment Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.77B across 694 accounts
- **Credentials:** CFA
- **CRD:** 2076950 (https://adviserinfo.sec.gov/individual/summary/2076950)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1990)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.marcoinv.com

## Frequently asked questions

### Is Steven Marco a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?

Steven's firm, Marco Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Steven Marco based?

Steven Marco is based in Atlanta, Georgia.

### What credentials does Steven Marco hold?

Steven Marco holds the CFA credential.

### Is Steven Marco registered with the SEC?

Yes. Steven Marco is registered as an investment adviser representative in GA and TX (CRD 2076950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Marco Investment Management manage?

Marco Investment Management reports $1.77B across 694 accounts in assets under management.

### How do I contact Steven Marco?

Through Steven's website, www.marcoinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2076950): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.