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MARCADO ASSET MANAGEMENT LLC

SAN ANTONIO, TX · CRD 289136 · IAPD ↗ · 210-320-1171

$26.8MRegulatory AUM
3Advisory reps
3Employees
40Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — MARCADO ASSET MANAGEMENT LLC (SAN ANTONIO, TX) left the SEC roster (was $26.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
32
December 2025 — MARCADO ASSET MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — MARCADO ASSET MANAGEMENT LLC reported RAUM up 44% ($18.0M -> $25.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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