MARIAN FINANCIAL SERVICES, INC.

MARIAN FINANCIAL SERVICES, INC. is an SEC-registered investment adviser (CRD 141456). Regulatory assets under management: $13.9M.

Registration

• CRD: 141456
• Type: Registered investment adviser
• Phone: 904-460-2700
• Latest filing: 2026-03-19
• Regulatory AUM: $13.9M
• Discretionary AUM: $12.7M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search