Kirr, Marbach & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and publishing newsletters. Financial planning was provided to 26–50 clients last fiscal year.
Kirr, Marbach & Company reports 180 clients. They include 90 high-net-worth individuals, 89 individual clients and 1 investment company. Of its assets, 100.0% ($588M across 281 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $826K.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 7% |
| High-net-worth individuals | 50% | 59% |
| Investment companies | <1% | 19% |
| Pension and profit-sharing plans | 0% | 3% |
| State or municipal government entities | Fewer than 5 | 5% |
| Other client typesCorporations and other businesses; Other | Not reported | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $39.2M | 6.7% | $440K |
| High-net-worth individuals | 90 | $348M | 59.2% | $3.87M |
| Investment companies | 1 | $110M | 18.8% | $110M |
| Pension and profit-sharing plans | Fewer than 5 | $17.9M | 3.0% | — |
| State or municipal government entities | Fewer than 5 | $32.2M | 5.5% | — |
| Corporations and other businesses | Fewer than 5 | $27.4M | 4.7% | — |
| Other | Fewer than 5 | $12.9M | 2.2% | — |
| Total | 180 | $588M | 100% | — |
- Clients
- 89
- Regulatory AUM
- $39.2M
- AUM share
- 6.7%
- Avg. per client
- $440K
- Clients
- 90
- Regulatory AUM
- $348M
- AUM share
- 59.2%
- Avg. per client
- $3.87M
- Clients
- 1
- Regulatory AUM
- $110M
- AUM share
- 18.8%
- Avg. per client
- $110M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.9M
- AUM share
- 3.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $32.2M
- AUM share
- 5.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $27.4M
- AUM share
- 4.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $12.9M
- AUM share
- 2.2%
- Avg. per client
- —
Total
- Clients
- 180
- Regulatory AUM
- $588M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Kirr, Marbach & Company charges 1.00%–1.50% a year for its Standard Fee Schedule for Investment Advisory Services. The fee is billed in advance and is negotiable.
Fee details and sources
Mark Foster owns 25% to 50% of Kirr, Marbach & Company. The leadership team of Kirr, Marbach & Company includes Chief Compliance Officer Mickey Kim. It has 7 employees.
Leadership
- Mickey KimMember/Chief Compliance Officer
- Mark FosterMember
- David KirrMember
- Matthew KirrMember
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 7 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Kirr, Marbach & Company, LLC
Mark Foster
Control person · since January 1995
- Owns 25% to 50% of Kirr, Marbach & Company, LLC
Mickey Kim
Control person · since January 1995
- Owns 10% to 25% of Kirr, Marbach & Company, LLC
David Kirr
since January 1995
Kirr, Marbach & Company’s regulatory assets grew from $414M (March 2021) to $588M (March 2026); clients fell from 229 to 180 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $588M | 180 | 7 | 1 |
| March 2025 | $513M | 167 | 7 | 1 |
| March 2024 | $435M | 167 | 7 | 1 |
| March 2023 | $382M | 229 | 7 | 1 |
| March 2022 | $463M | 222 | 7 | 1 |
| March 2021 | $414M | 229 | 7 | 1 |
Besides its headquarters, Kirr, Marbach & Company has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 621 Washington Street, ColumbusHQ
Contact and registration details
- Legal name
- Kirr, Marbach & Company, LLC
- Headquarters
- 621 Washington Street, Columbus, IN 47201-6231
- Website
- kirrmar.com
- Phone
- 812-376-9444
- @kirrmar
- SEC file
- 801-10809
- Structure
- Indiana LLC
- Fiscal year end
- December
Kirr, Marbach & Company uses Horizon Bank, N.A. ($173M, 42%), Charles Schwab ($151M, 37%) and National Bank of Indianapolis ($85.7M, 21%) as custodians for its separately managed accounts. Kirr, Marbach & Company has custody of $46.7M in client assets for 41 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $151M37%
- Horizon Bank, N.A.Horizon Bank, N.A. · Indianapolis, IN · $173M42%
- National Bank of IndianapolisNational Bank of Indianapolis · Indianapolis, IN · $85.7M21%
At year end, Kirr, Marbach & Company’s separately managed accounts were mostly in stocks (75%) and funds (17%).
What the accounts hold
- Stocks75%
- Funds17%
- Bonds3%
- Cash5%
How many clients does Kirr, Marbach & Company have?
Kirr, Marbach & Company has 180 clients and manages $588 million for them, as of March 2026. They include 90 high-net-worth individuals, 89 individual clients and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Kirr, Marbach & Company offer?
Kirr, Marbach & Company provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kirr, Marbach & Company charge?
Kirr, Marbach & Company charges 1.00%–1.50% a year for its Standard Fee Schedule for Investment Advisory Services. The fee is billed in advance and is negotiable.
Which custodians does Kirr, Marbach & Company use?
Kirr, Marbach & Company’s separately managed account assets are held at Horizon Bank, N.A. (Indianapolis, IN), with $173M, Charles Schwab & Co., Inc. (San Francisco, CA), with $151M and National Bank of Indianapolis (Indianapolis, IN), with $85.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Kirr, Marbach & Company have?
Kirr, Marbach & Company has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kirr, Marbach & Company invest in?
At the end of its last fiscal year, Kirr, Marbach & Company’s separately managed accounts held 75% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kirr, Marbach & Company?
Kirr, Marbach & Company’s direct owners are David Kirr, Mark Foster and Mickey Kim, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Kirr, Marbach & Company get paid?
Kirr, Marbach & Company is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kirr, Marbach & Company registered with the SEC?
Yes, Kirr, Marbach & Company has been registered with the SEC as an investment adviser since 2 June 1975. Its CRD number is 104634 and its SEC file number is 801-10809.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact Kirr, Marbach & Company?
Kirr, Marbach & Company’s main office is at 621 Washington Street, Columbus, IN 47201-6231. Its phone number is 812-376-9444. Its website is kirrmar.com.