GROOM FINANCIAL ADVISORY

GROOM, MARSHALL, HALL, JR.

CRD 129076

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$97.5M

Discretionary AUM

$93.5M

Team

1 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-02-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Type	Clients	AUM
Individuals	58	$97.5M

Official SEC filing: View on IAPD