firm profile
Marshfield Associates
Overview
Marshfield Associates is an SEC registered investment adviser based in Washington, DC, registered since 2009. It reports $8.1B in assets under management across 5,000 accounts, with 27 employees. It has 10 investment adviser representatives.
- Reported AUM
- $8.1B
- Discretionary
- 100%
- Accounts
- 5,000
- Average account
- $1.6M
- Employees
- 27
- Advisory reps
- 10
- Registered since
- 2009
- Jurisdictions
- 39
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 10
- Carolyn Sue Miller Principal CRD 1237808
- Chad Andrew Goldberg Principal, Trustee CRD 5636288
- Christopher Martin Niemczewski Principal, Trustee CRD 1885043
7 more executive officers, with direct contact details
Advisory reps 3 of 10
- Judith Golden Becker Investment Adviser Rep CRD 7222639
- Andrew Dale Clark Jr. Investment Adviser Rep CRD 6261814
- Kathryn Ross Cotter Investment Adviser Rep CRD 8028294
7 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1330 Connecticut Ave NW Ste 400
Washington, DC 20036 - County
- District of Columbia
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 39 jurisdictions
- Website: marshfieldinc.com
Every state, with registration dates
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