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They include 828 individual clients, 166 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Marshall Financial Group offer?","answer":"The Marshall Financial Group 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Marshall Financial Group charge?","answer":"The Marshall Financial Group charges up to 3.00% a year for its Investment Management. The fee is billed in advance or in arrears and is negotiable.","source":"DISLOSURE DOCUMENT FOR ALL CLIENTS, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Marshall Financial Group use?","answer":"The Marshall Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $542M and Fidelity Brokerage Services LLC (Smithfield, RI), with $137M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Marshall Financial Group have?","answer":"The Marshall Financial Group has 10 investment adviser representatives registered with state securities authorities, out of 18 employees, and 10 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Marshall Financial Group invest in?","answer":"At the end of its last fiscal year, The Marshall Financial Group’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 9% cash and equivalents, 3% investment grade corporate bonds, 2% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). The 2% other category is described as: CDS, Variable Annuities, Mutual Funds.","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 The Marshall Financial Group?","answer":"The Marshall Financial Group’s direct owners are Peter Marshall (75% or more) and Agostino Pugliese (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 8 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Marshall Financial Group get paid?","answer":"The Marshall Financial Group is paid through a percentage of assets under management and subscription fees. 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`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."}