# Marietta Wealth

Marietta Wealth is a Bank / Wealth / Trust based in Marietta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marietta, United States
- **Region:** North America
- **Address:** 472 N Sessions Street, Unit #24, Marietta, GA 30060, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** mariettawealth.com
- **LinkedIn:** https://www.linkedin.com/company/marietta-corp

## Regulatory record

- **CRD number:** 281782
- **SEC file number:** 801-106784
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281782

## About

Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney founded Marietta Wealth in 2015 as an independent, fee-only registered investment advisor in Marietta, Georgia. The firm held its launch under a fiduciary obligation, structuring advice around individual financial plans rather than product sales. Its wealth-origin narrative is not tied to a single family or liquidity event; instead, the four co-founders pooled their advisory expertise across the CFA, CFP, and CPA designations to serve local individuals, families, and institutions. Marietta Wealth deploys client capital across individual equities, fixed income, and pooled vehicles, with asset allocation driven by each client's planning outputs. The firm layers retirement plan services onto its wealth management practice, with John Massey leading retirement-plan design as Director of Retirement Plan Services. Advisory teams include Cara Marinovich, Steve Michael, Pierre Sorée, and Lisa Garris, all operating under a collective team-based approach that pairs each client with multiple advisors plus trading and operational support. The firm lists 11 professionals on its website as of its most recent update, all based at a single office at 472 N Sessions Street in Marietta. There are no disclosed satellite offices, adjacent family-office structures, philanthropic vehicles, or club memberships. The firm has not published AUM or deployment figures, nor has it disclosed any specific portfolio companies or co-investment vehicles. Marietta Wealth's structure differs from a typical single-family office in that it serves multiple households and institutional clients under a unified RIA, but it resembles a family office in its emphasis on team-based planning, transparent fee-only pricing, and a fiduciary standard that the firm says eliminates conflicts tied to commissions. Its small, local footprint and co-founder-led governance make it a concentrated advisory practice rather than a roll-up or a multi-family office platform.

## Sectors

- Financial Services

## People

- Scott Keller — Managing Principal, Co-Founder and Chief Investment Officer
- Charlie Holloway — Principal, Co-Founder and Financial Planner
- Ben Crowe — Principal, Co-Founder and Financial Planner
- Wes Hackney — Principal, Co-Founder and Financial Planner

## Questions

### Who runs investment decisions at Marietta Wealth?

Scott Keller, the Managing Principal and co-founder, serves as Chief Investment Officer. He carries the CFA charter and oversees the firm's investment strategy alongside the three other co-founding principals — Charlie Holloway, Ben Crowe, and Wes Hackney — who focus on financial planning.

### Does Marietta Wealth commit to private funds or direct deals?

The firm's public materials do not disclose any direct private equity, venture capital, or private fund commitments. Its described services center on financial planning, retirement planning, and managed portfolio construction using individual securities and pooled vehicles — no alternative-asset activity is listed.

### What is Marietta Wealth's known posture on co-investments alongside external managers?

There is no published evidence that Marietta Wealth participates in co-investment vehicles or club deals. The firm presents itself as a plan-first advisor that builds transparent, fee-only portfolios rather than an allocator participating in external manager co-investment programs.

### How is Marietta Wealth compensated?

Marietta Wealth operates on a fee-only basis. The firm states it is compensated directly by its clients and does not earn commissions from product sales. Its website highlights a straightforward pricing structure with no hidden fees, which it positions as central to its fiduciary commitment.

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

Canonical page: https://altss.com/profile/marietta-wealth-management

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