# MARVIN & PALMER ASSOCIATES

MARVIN & PALMER ASSOCIATES of WILMINGTON, DE is an SEC-registered investment adviser.

## Registration

- CRD: 105399
- Type: SEC-registered investment adviser
- SEC file number: 801-27724
- Location: 3711 KENNETT PIKE, WILMINGTON, DE, 19807
- Phone: 302-573-3570
- Latest filing: 2026-03-20
- Regulatory AUM: $195.7M
- Discretionary AUM: $195.7M
- Clients: 7
- Accounts: 7

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Karen Twaddell Buckley | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR | — |
| David Fred Marvin | CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| Todd David Marvin | PRESIDENT/DIRECTOR | — |
| Stephen D Marvin | PRESIDENT | — |
| Brian David Marvin | OWNER | — |
| Jennifer Mattes Larocca | CHIEF COMPLIANCE OFFICER | — |
| PALMER STANLEY | OWNER; PRESIDENT; VICE CHAIRMAN (+1 more) | — |
| BUCKLEY KAREN TWADDELL | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER/DIRECTOR | — |
| MARVIN DAVID FRED | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| MOORE THE RT HON LORD | DIRECTOR | — |
| PILLIOD CHARLES J | DIRECTOR | — |
| HAHN GILBERT | GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - GENERAL COUNSEL | — |
| SMITH MADELYN BOSKO | DIRECTOR | — |
| MARVIN TODD DAVID | CLIENT SERVICE & MARKETING, PRINCIPAL; CO-PRESIDENT; DIRECTOR (+3 more) | — |
| SCHAEN DAVID L | CO-PRESIDENT; DIRECTOR; PRESIDENT (+1 more) | — |
| SHAPIRO IRVING SAUL | DIRECTOR | — |
| MARVIN STEPHEN D | PORTFOLIO MANAGER, PRINCIPAL | — |
| Kaplan Jo-Anne Robin | CCO | — |
| LaRocca Jennifer Mattes | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105399/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105399/similar
- Related entities: https://search.stillhousedata.com/firm/105399/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105399

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.