# MARIETTA INVESTMENT PARTNERS, LLC

MARIETTA INVESTMENT PARTNERS, LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 108479
- Type: SEC-registered investment adviser
- SEC file number: 801-57179
- Location: 833 EAST MICHIGAN STREET, SUITE 980, MILWAUKEE, WI, 53202
- Phone: 414-289-9080
- Latest filing: 2026-03-24
- Regulatory AUM: $683.7M
- Discretionary AUM: $683.7M
- Clients: 8
- Accounts: 151

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Charles Patrick Evans | ASSOCIATE DIRECTOR AND MEMBER; MANAGING DIRECTOR AND MEMBER | — |
| Robert Christopher Draper | CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER AND MEMBER | — |
| Mary Theresa Allmon | PORTFOLIO MANAGER AND MEMBER | — |
| Lori Jean Brook | DIRECTOR OF OPERATIONS AND MEMBER | — |
| Jonathan Andrew Smucker | PORTFOLIO MANAGER AND MEMBER | — |
| Amanda K Grams | CHIEF COMPLIANCE OFFICER AND MEMBER; SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | — |
| EVANS JOHN THADEWALD | MANAGER; MANAGER AND CONTROLLING MEMBER; MANAGING DIRECTOR | — |
| LANING BRUCE | PORTFOLIO MANAGER; PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | — |
| SMYTH CHRISTINE MARIE | BUSINESS MANAGER; DEVELOPMENT DIRECTOR (02/2000), CHIEF COMPLIANCE OFFICER (10/2004) AND NON-CONTROLLING MEMBER (02/2000); DEVELOPMENT DIRECTOR AND NON-CONTROLLING MEMBER (+3 more) | — |
| BROOK LORI J | DIRECTOR OF OPERATIONS AND MEMBER; DIRECTOR OF OPERATIONS (SINCE 01/2016) AND MEMBER (SINCE 08/2019); OPERATIONS MANAGER (+2 more) | — |
| DUCKERT GINGER A | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER | — |
| BENSON GINGER A | OPERATIONS MANAGER AND NON-CONTROLLING MEMBER; PORTFOLIO ADMINISTRATOR | — |
| DOUGHERTY-KLEIN KATHLEEN ANNE | PORTFOLIO MANAGER AND NON-CONTROLLING MEMBER | — |
| LANING BRUCE ROBERT | NON-CONTROLLING MEMBER | — |
| DRAPER ROBERT CHRISTOPHER | CHIEF COMPLIANCE OFFICER (3/2013) AND RESEARCH ASSOCIATE (7/2012); CHIEF COMPLIANCE OFFICER AND PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER AND MEMBER (+1 more) | — |
| EVANS CHARLES PATRICK | ASSOCIATE DIRECTOR; ASSOCIATE DIRECTOR AND MEMBER; ASSOCIATE DIRECTOR (SINCE 03/2012) AND MEMBER (SINCE 08/2019) (+2 more) | — |
| ALLMON MARY THERESA | PORTFOLIO MANAGER; PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER (SINCE 01/2016) AND MEMBER (SINCE 08/2019) | — |
| Govan James Gardner | TRUSTEE; TRUSTEE OF JOHN T. EVANS 2000 TRUST | — |
| SMUCKER JONATHAN ANDREW | PORTFOLIO MANAGER; PORTFOLIO MANAGER AND MEMBER; PORTFOLIO MANAGER (SINCE 01/2018) AND MEMBER (SINCE 08/2019) | — |
| GRAMS AMANDA K | SENIOR PORTFOLIO ADMINISTRATOR AND MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108479/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108479/similar
- Related entities: https://search.stillhousedata.com/firm/108479/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108479

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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.