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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Marietta Investment Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Marietta Investment Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Marietta Investment Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Marietta Investment Partners get paid?","answer":"Marietta Investment Partners is paid through a percentage of assets under management. 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