Markowski Brothers Holding provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Markowski Brothers Holding reports 1,275 clients. They include 1,108 individual clients, 119 high-net-worth individuals, and 29 pension and profit-sharing plans. Of its assets, 100.0% ($474M across 1,924 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 39% |
| High-net-worth individuals | 9% | 57% |
| Pension and profit-sharing plans | 2% | 4% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,108 | $183M | 38.7% | $166K |
| High-net-worth individuals | 119 | $270M | 57.0% | $2.27M |
| Pension and profit-sharing plans | 29 | $16.8M | 3.5% | $579K |
| Corporations and other businesses | 19 | $3.35M | 0.7% | $176K |
| Total | 1,275 | $474M | 100% | $372K |
- Clients
- 1,108
- Regulatory AUM
- $183M
- AUM share
- 38.7%
- Avg. per client
- $166K
- Clients
- 119
- Regulatory AUM
- $270M
- AUM share
- 57.0%
- Avg. per client
- $2.27M
- Clients
- 29
- Regulatory AUM
- $16.8M
- AUM share
- 3.5%
- Avg. per client
- $579K
- Clients
- 19
- Regulatory AUM
- $3.35M
- AUM share
- 0.7%
- Avg. per client
- $176K
Total
- Clients
- 1,275
- Regulatory AUM
- $474M
- AUM share
- 100%
- Avg. per client
- $372K
- 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
- 500
Markowski Brothers Holding charges 1.00%–1.50% a year for its Portfolio Management Fee.
Fee details and sources
Matthew Markowski owns 25% to 50% of Markowski Brothers Holding. It has 11 employees.
Leadership
Matthew MarkowskiDirector and CCO
Michael MarkowskiDirector
Christopher MarkowskiDirector
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 11 in advisory functions
- 11 state-registered reps
- 8 insurance agents
- Owns 25% to 50% of Markowski Brothers Holding Corporation
Matthew Markowski
Control person · since January 2003
- Owns 25% to 50% of Markowski Brothers Holding Corporation
Michael Markowski
Control person · since January 2003
- Owns 25% to 50% of Markowski Brothers Holding Corporation
Christopher Markowski
Control person · since January 2003
Markowski Brothers Holding’s regulatory assets grew 1.7× from $274M (March 2021) to $474M (March 2026); clients rose from 670 to 1,275 and employees fell from 15 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $474M | 1,275 | 11 | 9 |
| March 2025 | $410M | 1,433 | 11 | 9 |
| May 2024 | $325M | 1,105 | 9 | 7 |
| March 2023 | $268M | 1,032 | 15 | 7 |
| March 2022 | $353M | 738 | 15 | 7 |
| March 2021 | $274M | 670 | 15 | 7 |
Besides its headquarters, Markowski Brothers Holding has 8 offices (4 private residences, listed without an address), with 5 listed addresses across 4 states.
Arizona · 1 listed address
- 38138 S. Desert Highland DR., Tucson
Kentucky · 1 listed address
- 518 S. 12th St., Murray
Michigan · 1 listed address
- 4482 Marie Therese Circle, Pinckney
Texas · 1 listed address
- 105 Broken Hill RD, Kingsland
Choose a state to see its listed addresses.
Other business names
Markowski Brothers Holding has reported 5 other business names to the SEC.
- Cherry Wealth Management
- Freshour Financial
- SC Care and Associates
- TDW Financial Strategies
- Truth of Investing
Contact and registration details
- Legal name
- Markowski Brothers Holding Corporation
- Headquarters
- Not reported
- Website
- minvest.com
- Phone
- 813-597-6400
- SEC file
- 801-67238
- Structure
- Florida corporation
- Fiscal year end
- December
Markowski Brothers Holding uses Fidelity ($310M, 65%) and Charles Schwab ($164M, 35%) as custodians for its separately managed accounts. Markowski Brothers Holding does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $310M65%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $164M35%
At year end, Markowski Brothers Holding’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $454M across 619 positions; the largest are SPDR Series Trust (8.0%), Vanguard World FD (6.3%) and Vanguard Specialized Funds (5.6%).
What the accounts hold
- Stocks89%
- Funds6%
- Bonds2%
- Cash3%
Reported 13F holdings
- $454M
- Reported 13F value
- 619
- Positions
- 47.5%
- In the 10 largest
- —
- Value vs. prior quarter
- SPDR Series Trust8.0%
- Vanguard World FD6.3%
- Vanguard Specialized Funds5.6%
- Vanguard Whitehall Fds5.0%
- Janus Detroit Str TR4.5%
- Apple Inc.4.3%
- Invesco Exchange Traded FD T4.0%
- iShares TR3.7%
- Janus Detroit Str TR3.0%
- Vanguard Whitehall Fds3.0%
Together, the ten largest are 47.5% of reported value.
How many clients does Markowski Brothers Holding have?
Markowski Brothers Holding has 1,275 clients and manages $474 million for them, as of March 2026. They include 1,108 individual clients, 119 high-net-worth individuals, and 29 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Markowski Brothers Holding offer?
Markowski Brothers Holding provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Markowski Brothers Holding charge?
Markowski Brothers Holding charges 1.00%–1.50% a year for its Portfolio Management Fee.
Source: MARKOWSKI INVESTMENTS ADV BROCHURE 2026, filed 27 March 2026
Which custodians does Markowski Brothers Holding use?
Markowski Brothers Holding’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $310M and Charles Schwab & Co., Inc. (Westlake, TX), with $164M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Markowski Brothers Holding have?
Markowski Brothers Holding has 11 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are 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 Markowski Brothers Holding invest in?
At the end of its last fiscal year, Markowski Brothers Holding’s separately managed accounts held 89% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Markowski Brothers Holding?
Markowski Brothers Holding’s direct owners are Matthew Markowski, Michael Markowski and Christopher Markowski, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Markowski Brothers Holding get paid?
Markowski Brothers Holding is paid through a percentage of assets under management and hourly charges. 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
How do I contact Markowski Brothers Holding?
Its phone number is 813-597-6400. Its website is minvest.com.