Kirr, Marbach & Company, LLC (Columbus)

Name: Kirr, Marbach & Company, LLC
Address: 621 Washington Street, Columbus, IN, 47201 6231
Telephone: 812-376-9444

Kirr, Marbach & Company, LLC is a large advisory firm based in Columbus. It manages $463.06 million of regulatory assets for 288 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Delaware, and 12 other states.

Kirr, Marbach & Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kirr, Marbach & Company: assets under management

The assets under management (AUM) of Kirr, Marbach & Company, LLC is $463.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and $58.72 million of the total AUM is attributable to clients outside of the United States.

The firm manages $463.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each.

Investments

The firm invests in exchange traded securities the most. They account for 78% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 16% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kirr, Marbach & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kirr, Marbach & Company serves?

The firm provides services to individuals, investment companies, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Kirr, Marbach & Company is high net worth individuals with 82 clients and $268.49 million of assets under management. Among the 7 most similar advisory firms, Kirr, Marbach & Company has the 2nd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $432.05 million for 283 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Kirr, Marbach & Company doesn't advise any private funds.

Careers at Kirr, Marbach & Company, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Michael Kirr	Managing director	1 Jan 1995	Other	4342031
Mark David Foster	Managing director	1 Jan 1995	25% - 50%	4342080
Mickey Kim	Managing director/chief compliance officer	1 Jan 1995	25% - 50%	1162054
Gregg Thompson Summerville	Managing director	1 Jan 1995	25% - 50%	4342044
Darrell Hugh Wright	Managing director	1 Dec 2001	Other	1644717
Richard Harold Hummel	Managing director	1 Dec 2003	Other	4769636
Matthew David Kirr	Managing director	1 Dec 2011	Other	4050471

Based in Columbus

The principal office where Kirr, Marbach & Company, LLC performs its advisory services is located at 621 Washington Street, Columbus, IN 47201 6231 The mailing address of the firm is 621 Washington Street, Columbus, IN 47201 6231. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 812-376-9444 or by fax 812-376-3889. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at kirrmar.com.