# Marcado Asset Management

Marcado Asset Management is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** San Antonio, TX, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** marcado.com
- **LinkedIn:** https://www.linkedin.com/company/marcado-am

## Regulatory record

- **Reports private funds:** No

## About

Marcado Asset Management was established in 2017 in San Antonio, Texas. The firm provides investment advisory services primarily to pension and profit-sharing plans, occupying a niche that serves the fiduciary needs of small to mid-sized institutional retirement accounts. Its structure differs from the dominant family-office model in the region, operating instead as a registered investment adviser with an explicit focus on qualified retirement capital rather than intergenerational wealth transfer. The firm's disclosed service lines include retirement plan consulting, investment management, and portfolio construction. Marcado's strategy centers on outsourced fiduciary management for plan sponsors, a posture that typically combines asset-allocation modeling, manager selection, and ongoing plan governance support. The firm does not publicly disclose specific portfolio holdings, co-investment activities, or direct deal participation. Team size and assets under advisement are not publicly reported. The firm maintains a limited public footprint, with no known additional offices beyond its San Antonio headquarters. Its scale and personnel remain opaque relative to similarly situated fiduciary-advisory firms in the Texas market. Marcado's structural differentiator is its exclusive orientation toward retirement plan fiduciaries as an independent adviser, a mandate that distinguishes it from wealth managers serving high-net-worth individuals or family offices. This fiduciary-only posture places the firm under ERISA governance standards and creates a regulatory perimeter that shapes its service model and compliance infrastructure, a constraint that also functions as a market-positioning anchor within the regional institutional advisory community.

## Questions

### What type of clients does Marcado Asset Management serve?

Marcado serves pension and profit-sharing plans — qualified retirement vehicles governed by ERISA — rather than high-net-worth individuals, family offices, or retail investors. This fiduciary-only client base distinguishes the firm from the broader wealth-management market and shapes its service model around plan-level governance, investment policy, and ongoing monitoring requirements specific to institutional retirement accounts.

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- [Marblehead Retirement Board](https://altss.com/profile/marblehead-retirement-board)
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Last updated: 2026-08-11T02:43:31.692Z

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