# MAROTTA ASSET MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC. of CHARLOTTESVILLE, VA is an SEC-registered investment adviser.

## Registration

- CRD: 115645
- Type: SEC-registered investment adviser
- SEC file number: 801-62848
- Location: 1000 EDNAM CENTER, SUITE 200, CHARLOTTESVILLE, VA, 22903-4615
- Phone: 434-244-0000
- Latest filing: 2026-07-01
- Regulatory AUM: $686.0M
- Discretionary AUM: $660.9M
- Non-discretionary AUM: $25.1M
- Clients: 16
- Accounts: 1,947

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| David John Marotta | PRESIDENT/CHIEF COMPLIANCE OFFICER | Charlottesville, VA |
| Megan Marotta Russell | VICE PRESIDENT, COO | — |
| MAROTTA DAVID JOHN | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MAROTTA GEORGE RAYMOND | SECRETARY/TREASURER | — |
| Russell Megan Marotta | VICE PRESIDENT, COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115645/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115645/similar
- Related entities: https://search.stillhousedata.com/firm/115645/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115645

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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.