Borland Marker

Financial planning in Dayton, OH

State registeredNo commissions reported

Call (937) 434-7736 Send a message Map ↗

Public-record details

Address: 7001 Corporate Way, Dayton, OH 45459
Phone: (937) 434-7736
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Marker Financial LLC
CRD number: 328726
Registration: State registered: NC, OH
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $98.0 million
Accounts managed: 202
Clients reported (Form ADV 5.D): 78
Individual / high-net-worth clients: 24 / 54
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-27

State registered (NC, OH) investment adviser, CRD 328726, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 328726 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Dayton

Agora Investments5 North Williams Street · Dayton, OH 45402 · (937) 993-6729 · % of assets managedCRD 332032 · % of assets · $10.0 million AUMState registeredNo commissions reported Anderson Financial Strategies, LLC2500 Stratacache Tower, 40 N Main St. · Dayton, OH 45423 · (855) 237-4545 · Financial planningCRD 290343 · % of assets, Hourly charges, Fixed fees · $402.1 million AUMSEC registeredNo commissions reported Beacon Capital Management, INC.7777 Washington Village Drive, Suite 280 · Dayton, OH 45459 · (937) 439-9093 · % of assets managedCRD 120641 · % of assets · $4.3 billion AUMSEC registeredNo commissions reported Blake Schutter Theil Wealth Advisors, LLC7777 Washington Village Dr., Suite 120 · Dayton, OH 45459 · (937) 956-7875 · Financial planningCRD 292661 · % of assets, Hourly charges, Fixed fees · $459.5 million AUMSEC registeredNo commissions reported Demma-Novak Wealth Management261 Regency Ridge Drive · Dayton, OH 45459 · (937) 523-0029 · Financial planningCRD 172311 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported Dover Partners INC476 Windsor Park Dr. · Dayton, OH 45459 · (937) 299-4105 · Flat / fixed feesCRD 105133 · % of assets, Fixed fees · $508.6 million AUMSEC registeredNo commissions reported Ehmli Investment Advisors LLC7026 Corporate Way, Suite 111 · Dayton, OH 45459 · (937) 312-9699 · Financial planningCRD 137273 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reported Gudorf Financial Group, LLC8145 North Main Street · Dayton, OH 45415 · (937) 898-5430 · Financial planningCRD 339836 · % of assets · $121.1 million AUMSEC registeredNo commissions reported

All 15 in Dayton →