Markle Financial LLC

Markle Financial LLC provides discretionary and non-discretionary portfolio management, co-advisory services and financial planning to individual and high-net-worth clients as well as sponsors of pension and profit-sharing plans. The firm typically charges asset-based advisory fees and commonly implements client programs through custodial and advisory platforms such as SEI Private Trust, TIAA and American Funds.

The firm tailors advice to each client's stated objectives and employs a blend of analytical methods — including fundamental, technical, quantitative and modern portfolio theory — to allocate across domestic and international equities, fixed income, real estate and alternative investments. Markle also routinely recommends directing all or portions of client assets to third‑party managers or platform sponsors for day‑to‑day management while acting in a co‑advisory capacity and enforcing client-imposed investment guidelines.

Compared with many peers, Markle has been involved with private pooled investment vehicles and acts as an investment adviser to such funds, including a vehicle formed to invest in venture capital interests and direct investments that was closed to new investors and liquidated in early 2026. The brochure discloses affiliated business arrangements and compensation from certain cash‑management and third‑party products and notes that clients may be solicited to invest in affiliated offerings, creating conflicts of interest that the firm says it discloses to clients.