Steven Marco
Marco Investment Management · Atlanta, Georgia
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.
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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, TX · CRD 2076950 |
| Exams passed | Series 63 (1990) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.marcoinv.com |
How Steven'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 Steven
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.
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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