# MARSHALL INVESTMENT MANAGEMENT, LLC

MARSHALL INVESTMENT MANAGEMENT, LLC of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 174817
- Type: SEC-registered investment adviser
- SEC file number: 801-117304
- Location: 5251 DTC PARKWAY, SUITE 1185, GREENWOOD VILLAGE, CO, 80111
- Phone: 303-991-6415
- Latest filing: 2026-06-24
- Regulatory AUM: $298.0M
- Discretionary AUM: $297.8M
- Non-discretionary AUM: $210K
- Clients: 8
- Accounts: 1,073

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Dennis Edward Marshall | OWNER, PRESIDENT | — |
| Sharon Joy Evans | CHIEF COMPLIANCE OFFICER | — |
| Kristin Lynn Schoenfelder | INVESTMENT MANAGER & VICE PRESIDENT | — |
| MARSHALL DENNIS EDWARD | OWNER, PRESIDENT | — |
| EVANS SHARON JOY | CHIEF COMPLIANCE OFFICER | — |
| SCHOENFELDER KRISTIN LYNN | INVESTMENT MANAGER; INVESTMENT MANAGER & VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174817/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174817/similar
- Related entities: https://search.stillhousedata.com/firm/174817/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174817

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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.