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THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MD · CRD 146362 · IAPD ↗ · marshallfinancialgroup.com · (410) 563-1190

$735.6MRegulatory AUM
10Advisory reps
18Employees
0Clients
n/aPlanning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — THE MARSHALL FINANCIAL GROUP LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2026 — THE MARSHALL FINANCIAL GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
June 2025 — THE MARSHALL FINANCIAL GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — THE MARSHALL FINANCIAL GROUP LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — THE MARSHALL FINANCIAL GROUP LLC crossed $500M in regulatory AUM ($468.7M -> $593.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
August 2024 — THE MARSHALL FINANCIAL GROUP LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
July 2024 — THE MARSHALL FINANCIAL GROUP LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2024 — THE MARSHALL FINANCIAL GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2024 — THE MARSHALL FINANCIAL GROUP LLC notice-filed in AZ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.