Marietta Investment Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Marietta Investment Partners reports 147 clients. They include 82 individual clients, 55 high-net-worth individuals and 10 charitable organizations. Of its assets, 100.0% ($684M across 151 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 7% |
| High-net-worth individuals | 37% | 84% |
| Charitable organizations | 7% | 7% |
| Insurance companies | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
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) | 82 | $46.1M | 6.7% | $562K |
| High-net-worth individuals | 55 | $576M | 84.2% | $10.5M |
| Charitable organizations | 10 | $51M | 7.5% | $5.1M |
| Insurance companies | Fewer than 5 | $4.82M | 0.7% | — |
| Corporations and other businesses | Fewer than 5 | $6.32M | 0.9% | — |
| Total | 147 | $684M | 100% | — |
- Clients
- 82
- Regulatory AUM
- $46.1M
- AUM share
- 6.7%
- Avg. per client
- $562K
- Clients
- 55
- Regulatory AUM
- $576M
- AUM share
- 84.2%
- Avg. per client
- $10.5M
- Clients
- 10
- Regulatory AUM
- $51M
- AUM share
- 7.5%
- Avg. per client
- $5.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.82M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.32M
- AUM share
- 0.9%
- Avg. per client
- —
Total
- Clients
- 147
- Regulatory AUM
- $684M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Marietta Investment Partners is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
The leadership team of Marietta Investment Partners includes Chief Compliance Officer Amanda Grams. It has 7 employees, 3 of them in advisory roles.
Leadership
- Amanda GramsChief Compliance Officer and Member
Mary AllmonPortfolio Manager and Member- Lori BrookDirector of Operations and Member
Robert DraperPortfolio Manager and Member- Charles EvansManaging Director and Member
Jonathan SmuckerPortfolio Manager and Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 3 in advisory functions
- 6 state-registered reps
- Owns 10% to 25% of Marietta Investment Partners, LLC
Robert Draper
Control person · since March 2013
- Owns 10% to 25% of Marietta Investment Partners, LLC
Charles Evans
Control person · since March 2012
- Owns 10% to 25% of Marietta Investment Partners, LLC
Mary Allmon
Control person · since January 2016
- Owns 10% to 25% of Marietta Investment Partners, LLC
Lori Brook
Control person · since March 2000
- Owns 10% to 25% of Marietta Investment Partners, LLC
Jonathan Smucker
Control person · since January 2018
- Owns 10% to 25% of Marietta Investment Partners, LLC
Amanda Grams
Control person · since August 2019
Marietta Investment Partners’ regulatory assets grew from $506M (March 2021) to $684M (September 2026); clients rose from 129 to 147 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $684M | 147 | 7 | 1 |
| March 2025 | $605M | 139 | 8 | 1 |
| March 2024 | $536M | 141 | 8 | 1 |
| March 2023 | $482M | 145 | 8 | 1 |
| March 2022 | $595M | 131 | 9 | 1 |
| March 2021 | $506M | 129 | 8 | 1 |
Besides its headquarters, Marietta Investment Partners has 0 offices, with 1 listed address in Wisconsin.
Wisconsin · 1 listed address
- 833 East Michigan Street, Suite 980, MilwaukeeHQ
Contact and registration details
- Legal name
- Marietta Investment Partners, LLC
- Headquarters
- 833 East Michigan Street, Suite 980, Milwaukee, WI 53202
- Website
- mariettallc.com
- Phone
- 414-289-9080
- SEC file
- 801-57179
- Founded
- 2000
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Marietta Investment Partners uses Charles Schwab ($646M) as custodian for its separately managed accounts. Marietta Investment Partners has custody of $250M in client assets for 72 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Chicago, IL · $646M100%
At year end, Marietta Investment Partners’ separately managed accounts were mostly in stocks (76%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $582M across 170 positions; the largest are Apple Inc. (7.1%), Bloom Energy Corp. (5.0%) and Nvidia Corporation (4.8%).
What the accounts hold
- Stocks76%
- Funds3%
- Bonds9%
- State and local bonds5%
- U.S. government and agency bonds3%
- Investment grade corporate bonds1%
- Cash12%
Reported 13F holdings
- $582M
- Reported 13F value
- 170
- Positions
- 36.1%
- In the 10 largest
- +16.5%
- Value vs. prior quarter
- Apple Inc.7.1%
- Bloom Energy Corp. · Com CL A5.0%
- Nvidia Corporation4.8%
- Alphabet Inc. · Cap Stk CL A4.1%
- Microsoft Corp.3.3%
- Arista Networks Inc. · Com Shs2.7%
- Howmet Aerospace Inc.2.6%
- GE Vernova Inc.2.5%
- WW Grainger Inc.2.1%
- Berkshire Hathaway Inc. Del · CL B New2.0%
Together, the ten largest are 36.1% of reported value.
How many clients does Marietta Investment Partners have?
Marietta Investment Partners has 147 clients and manages $684 million for them, as of September 2026. They include 82 individual clients, 55 high-net-worth individuals and 10 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Marietta Investment Partners offer?
Marietta Investment Partners provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Marietta Investment Partners use?
Marietta Investment Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Chicago, IL), with $646M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does Marietta Investment Partners have?
Marietta Investment Partners has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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 Marietta Investment Partners invest in?
At the end of its last fiscal year, Marietta Investment Partners’ separately managed accounts held 76% exchange-traded equities, 12% cash and equivalents, 5% state and local bonds, 3% U.S. government and agency bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 1% 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 Marietta Investment Partners?
Marietta Investment Partners’ direct owners are Robert Draper, Charles Evans, Mary Allmon, Lori Brook, Jonathan Smucker and Amanda Grams, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Marietta Investment Partners get paid?
Marietta Investment Partners 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 Marietta Investment Partners registered with the SEC?
Yes, Marietta Investment Partners has been registered with the SEC as an investment adviser since 20 January 2000. Its CRD number is 108479 and its SEC file number is 801-57179.
Source: Form ADV Part 1A, Item 1, filed 16 September 2026; IAPD firm record
How do I contact Marietta Investment Partners?
Marietta Investment Partners’ main office is at 833 East Michigan Street, Suite 980, Milwaukee, WI 53202. Its phone number is 414-289-9080. Its website is mariettallc.com.