MARSH FINANCIAL GROUP

MARSH FINANCIAL GROUP is an SEC-registered investment adviser (CRD 157134). Regulatory assets under management: $10.5M.

Registration

• CRD: 157134
• Type: Registered investment adviser
• Phone: 513-235-4695
• Latest filing: 2026-03-31
• Regulatory AUM: $10.5M
• Discretionary AUM: $10.5M
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search