B
Borland Marker
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$97,950,424
Clients
78
69% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
78
Very HighAverage account size
$1,255,775
About
Borland Marker is a small, single-advisor registered investment adviser managing roughly $98 million for about 78 clients, and it serves individuals, trusts, estates and business entities. The firm provides financial planning, consulting and discretionary investment management, including comprehensive wealth management and portfolio oversight for individual clients.
The firm employs a client-specific, top-down investment approach that combines fundamental and technical analysis to allocate among mutual funds, ETFs, individual equities, fixed income and CDs, with portfolios tailored to risk tolerance, time horizon and liquidity constraints. Its financial planning process is structured (a six-step retirement and family legacy workflow) and includes multi-decade projections, implementation support and quarterly monitoring and reviews.
Notably, Borland Marker does not report serving high-net-worth individuals and appears focused on non-HNW households and legacy-oriented planning rather than HNW advisory work. The firm, newly registered in 2024, makes use of institutional custody and operational support from Fidelity (including access to institutional trading, block trading and software), accepts direct fee debit and can advise on held-away products such as variable annuities—features that create custody and vendor-support considerations clients should review.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
General estate planning guidance
Fee options
Fixed fees range from $3,000 to $6,000 for financial planning and consulting services; $500 retainer for project-based services.
0.50% – 1.50% annually (negotiable depending on size, composition, services, and provider)
Hourly fees range from $100 to $400 depending on scope and professional rendering services.
Fee-only: Fixed fees ranging from $3,000 to $6,000 and hourly fees from $100 to $400 for financial planning and consulting services (negotiable). Fixed/hourly fees also apply for wealth management services as described.
Main office location
Borland Marker
7001 Corporate Way
Dayton OH 45459, United States
Number of offices
2
Most active in
Borland Marker has reported serving >5 clients in these states in the last 12 months.
North Carolina · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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