# Marmo Financial Group

Marmo Financial Group is a Bank / Wealth / Trust based in Johnson City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Johnson City, United States
- **Region:** North America
- **Address:** Johnson City, TN, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** marmofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/marmo-financial-group-llc

## Regulatory record

- **CRD number:** 143816
- **SEC file number:** 801-113718
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143816

## About

Marmo Financial Group was established in Johnson City, Tennessee in 2007. The firm operates as an independent wealth management practice serving individuals, high-net-worth families, and entities from its base in upper East Tennessee. The firm's location in the Tri-Cities region—rather than in Nashville's concentrated financial-services market—shapes its client base, which skews toward local business owners, professionals, and families who value in-person advisory relationships. The firm's service stack combines financial planning, investment management, and asset management. Marmo does not publicly disclose its strategies, but smaller independent wealth managers in secondary Tennessee markets typically construct portfolios across equities, fixed income, and alternative sleeves using a combination of individual securities and third-party funds. Client-advisor ratios at practices of this scale often permit customized portfolio design rather than centralized model allocation. Team size and total assets under management are not publicly disclosed. As is common for practices of this age and size, the firm may serve as the primary financial decision-support partner for families whose wealth is tied up in operating businesses, real estate holdings, and retirement-plan assets concentrated in the local economy. No separate philanthropic foundation, family-office vehicle, or institutional co-investment platform has been publicly associated with the firm. Marmo's structural differentiator is geographic concentration. While most Tennessee wealth managers compete for Nashville's denser client pool, Marmo has spent roughly two decades deepening relationships in a smaller, less-contested market where advisory trust is built on longevity and community presence rather than brand scale. For an acquirer or a GP mapping distribution into the Southeast, the practice represents a durable local access point, not a growth story.

## Questions

### Does Marmo Financial Group manage institutional capital or offer private-market access?

There is no public evidence that the firm manages institutional separate accounts, participates in co-investments, or provides direct private-market access. Its disclosed service set aligns with traditional retail wealth management: financial planning, investment management, and asset management for individuals and entities.

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

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