Kirr, Marbach & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$387,085,852
Clients
179
Advisors
6
of 7 employees
About
Kirr, Marbach & Company, LLC provides discretionary portfolio management to a mix of individual and high‑net‑worth clients as well as institutional clients, including corporate pension and profit‑sharing plans, foundations and endowments, and serves as investment adviser to the Kirr, Marbach Partners Value Fund, an open‑end registered mutual fund. The firm manages client portfolios across the full equity‑to‑fixed‑income spectrum and oversees roughly $588 million in discretionary assets.
The firm follows a proprietary All‑Cap Value equity strategy that uses fundamental, intrinsic‑value analysis and looks for catalysts (management changes, restructurings, insider buying, etc.) to drive price appreciation; it emphasizes long‑term holdings and generally does not prioritize dividend income. For fixed income, the firm shifted in 2018 to defined‑maturity ETFs for greater liquidity and diversification, manages accounts on a discretionary basis, and can implement client‑specific investment restrictions.
Notable distinctions include its dual role as adviser to an affiliated mutual fund that trades alongside client accounts (with policies to allocate aggregated executions) and significant employee participation in that fund, and its participation as a portfolio manager in wrap‑fee programs, which can affect trade sequencing compared with other accounts. The firm also provides quarterly performance reporting and a quarterly newsletter to clients and uses an independent vendor (ISS) to administer proxy voting.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Account minimum: $100,000
Main office
621 Washington Street
Columbus IN 47202-1729
Advisors at this office
6
Most active in
Florida · Illinois · Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Margaret K
CFP®
Columbus, IN
Kirr, Marbach & Company, LLC
Margaret Kamman is a CFP® professional with eight years of experience, currently serving at Kirr, Marbach & Company, LLC since 2018. Prior to joining the firm, she worked at Cummins Engine Business and Cummins Emissions Solutions. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans and a registered investment company. The firm employs a long-term, value-oriented equity strategy across market capitalizations and utilizes defined-maturity ETFs for fixed income allocations.
Zachary G
CFP®, Series 63
Columbus, IN
Kirr, Marbach & Company, LLC
Zachary Greiner is a CFP® professional with eight years of industry experience. He is an Investment Advisor Representative at Kirr, Marbach & Company, LLC and a Registered Representative of Quasar Distributors LLC. His prior experience includes roles at Raymond James Financial Services Inc and MainSource Bank. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy supported by fundamental research. The firm also manages a mutual fund and third-party wrap-fee programs, focusing on clear allocation policies and formal trading and proxy-voting procedures.
Matthew K
Series 63, Series 65
Columbus, IN
Kirr, Marbach & Company, LLC
Matthew Kirr is a partner and Director of Client Service at Kirr, Marbach & Company, LLC with 25 years of industry experience. He has been with Kirr, Marbach & Company since 2005 and has worked with Quasar Distributors, LLC since 2006. Kirr, Marbach & Company provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans, foundations, endowments, and a registered investment company. The firm employs a long-term, value-oriented equity strategy through a proprietary All-Cap Value approach, supplemented by defined-maturity ETFs and corporate fixed income management.
Mark F
CFA®
Columbus, IN
Kirr, Marbach & Company, LLC
Mark Foster is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1987, where he is part of a seven-advisor team based in Columbus, Indiana. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients, including corporate pension plans, foundations, and an open-end registered investment company. The firm uses a long-term, value-oriented equity strategy across all market capitalizations, supported by fundamental research, and has incorporated defined-maturity ETFs for fixed income since 2018.
David K
CFA®
Columbus, IN
Kirr, Marbach & Company, LLC
David Kirr is a CFA® charterholder with 26 years of industry experience. He has been with Kirr, Marbach & Company, LLC since 1975. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy across all market capitalizations. The firm also manages fixed income allocations through defined-maturity ETFs and acts as adviser to a mutual fund as well as a portfolio manager for third-party wrap-fee programs.
Mickey K
CFA®
Columbus, IN
Kirr, Marbach & Company, LLC
Mickey Kim is a CFA® charterholder with 26 years of industry experience, currently serving at Kirr, Marbach & Company, LLC since 1986. He is a member of the Board of Directors, Chairman of the Conflicts Committee, and member of the Audit Committee for CrossAmerica Partners, LP, a wholesale distributor of motor fuels and convenience store operator. Kirr, Marbach & Company, LLC provides discretionary portfolio management to individual, high-net-worth, and institutional clients using a long-term, value-oriented equity strategy across all market capitalizations, supported by fundamental research. The firm also manages fixed income allocations through defined-maturity ETFs and serves as adviser to a mutual fund and third-party wrap-fee programs.
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