{"url":"https://nivawealth.com/firms/kirr-marbach-and-company-104634","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104634","regulatoryAum":587658991,"crd":"104634","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4342080","suffix":null,"lastName":"FOSTER","firstName":"MARK","middleName":"DAVID"},{"crd":"6794046","suffix":null,"lastName":"Greiner","firstName":"Zachary","middleName":"Paul"},{"crd":"7605707","suffix":null,"lastName":"Kamman","firstName":"Margaret","middleName":"Hae 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Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":151453959},{"name":"Horizon Bank, N.A.","shortName":"Horizon Bank, N.A.","location":"Indianapolis, IN","smaAssets":173297947},{"name":"National Bank of Indianapolis","shortName":"National Bank of Indianapolis","location":"Indianapolis, IN","smaAssets":85656720}],"custodyNote":"Kirr, Marbach & Company has custody of $46.7M in client assets for 41 clients.","leadership":[{"name":"Mickey Kim","title":"Member/Chief Compliance Officer","crd":"1162054"},{"name":"Mark Foster","title":"Member","crd":"4342080"},{"name":"David Kirr","title":"Member","crd":"4342031"},{"name":"Matthew Kirr","title":"Member","crd":"4050471"}],"ownership":[{"label":"David Kirr","detail":"Member in the 10% to 25% ownership band, since January 1995."},{"label":"Mark Foster","detail":"Member in the 25% to 50% ownership band and a control person, since January 1995."},{"label":"Mickey Kim","detail":"Member/chief compliance 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kirr, Marbach & Company offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kirr, Marbach & Company charge?","answer":"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.","source":"ADV-PART 2A/BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kirr, Marbach & Company use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kirr, Marbach & Company have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kirr, Marbach & Company invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kirr, Marbach & Company?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kirr, Marbach & Company get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kirr, Marbach & Company registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Kirr, Marbach & Company?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}