# THE MARSHALL FINANCIAL GROUP, INC

THE MARSHALL FINANCIAL GROUP, INC of DOYLESTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 110935
- Type: SEC-registered investment adviser
- SEC file number: 801-62319
- Location: 33 WEST COURT STREET, DOYLESTOWN, PA, 18901
- Phone: (215) 348-9393
- Latest filing: 2025-03-06
- Regulatory AUM: $866.4M
- Discretionary AUM: $865.1M
- Non-discretionary AUM: $1.3M
- Clients: 20
- Accounts: 1,579

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Daniel David Cairns | CHIEF FINANCIAL OFFICER /  CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY | — |
| Donald Robert Scholz | VICE PRESIDENT | — |
| Paula Cooper Nangle | PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR | — |
| John Michael Maier | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | — |
| Adam Joseph Reinert | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | — |
| Russell Stewart Weiss | CHIEF PLANNING OFFICER | — |
| Martin Floyd Kurtz | DIRECTOR | — |
| George Ec Evans | DIRECTOR | — |
| KURTZ MARTIN FLOYD | DIRECTOR | — |
| SCHOLZ DONALD ROBERT | VICE PRESIDENT; VICE PRESIDENT / CHIEF INVESTMENT OFFICER | — |
| MARSHALL WILLIAM LAWRENCE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND DIRECTOR; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (+7 more) | — |
| ROBINSON JEANNE ANN | CEO / PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF OPERATING OFFICER; PRESIDENT / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CAIRNS DANIEL DAVID | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER /  CHIEF COMPLIANCE OFFICER / TREASURER / SECRETARY; CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY (+1 more) | — |
| BAUER KENNY BRIAN | VICE PRESIDENT | — |
| WEISS RUSSELL STUART | VICE PRESIDENT | — |
| EMERY DAVID ARDEN | VICE PRESIDENT | — |
| MAIER JOHN MICHAEL | TRUSTEE OF THE MARSHALL FINANCIAL GROUP EMPLOYEE STOCK OWNERSHIP TRUST | — |
| PRICE BRIAN ROBERT | TRUSTEE; TRUSTEE OF WILLIAM L. MARSHALL TRUST U/D OF EDWARD R. MARSHALL | — |
| NANGLE PAULA COOPER | PRESIDENT; PRESIDENT AND DIRECTOR; PRESIDENT/CHIEF EXECUTIVE OFFICER/DIRECTOR (+1 more) | — |
| REINERT ADAM JOSEPH | CHIEF OPERATIONS OFFICER / CHIEF INVESTMENT OFFICER | — |
| WEISS RUSSELL STEWART | CHIEF PLANNING OFFICER | — |
| EVANS GEORGE EC | DIRECTOR | — |


## Branch offices (36)

_Showing 15 of 36 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (215) 348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | 215.348.9393 |
| — | — | 1 | 215-348-9393 |
| — | — | 1 | (215) 348-9393 |
| — | — | 1 | (215) 348-9393 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110935/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110935/similar
- Related entities: https://search.stillhousedata.com/firm/110935/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110935

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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.