MAROTTA ASSET MANAGEMENT, INC.

MAROTTA ASSET MANAGEMENT, INC. of CHARLOTTESVILLE, VA is an SEC-registered investment adviser (CRD 115645). Regulatory assets under management: $686.0M.

Registration

• CRD: 115645
• SEC file number: 801-62848
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search