# Marian Financial Services

Marian Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 141456
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-19T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141456

## About

MARIAN FINANCIAL SERVICES, INC. is a state-registered investment adviser with $14 million in regulatory assets under management. The firm manages $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who were the typical clients of Marian Financial Services?

The firm served Catholic institutions — dioceses, parishes, religious orders, and affiliated nonprofit organizations. Its products were designed for endowment pools, parish reserves, and retirement plans serving clergy and lay employees. It did not market broadly to individual retail investors outside that ecclesiastical network.

### How did Marian Financial Services implement Catholic investing screens?

The firm's mutual funds used exclusionary screens aligned with the US Conference of Catholic Bishops' investment guidelines. Companies deriving material revenue from abortion, contraceptives, weapons manufacturing, or human-rights violations were excluded. Positive screens — actively seeking companies with strong labor practices or environmental records — were not a central part of the disclosed methodology.

### Did Marian Financial Services manage money directly or use sub-advisers?

SEC filings from the 2010s showed the Marian fund family employed external sub-advisers for portfolio management of its equity and fixed-income funds. Marian itself acted as the investment adviser to the funds, responsible for manager selection, oversight, and distribution, rather than running internal portfolio-management teams.

### Is Marian Financial Services still an active entity?

The firm's current operating status is not publicly verifiable. It filed regulatory disclosures for its fund family through the mid-2010s, but more recent ADV forms or fund prospectuses are not readily available, and no active website presence has been identified.

### What investment vehicles did Marian Financial Services offer?

The firm sponsored a family of registered mutual funds, including the Marian Equity Fund and several fixed-income funds. It also distributed insurance products through its broker-dealer affiliate, serving the retirement-plan and institutional insurance needs of Catholic organizations.

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Last updated: 2026-06-03T20:00:00.000Z

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