A complete list of active advisors currently associated with MARK Investment Advisors

Warmer can help you find a great advisor at MARK Investment Advisors or one who fits your needs even better.

MARK Investment Advisors provides investment counsel and portfolio management services for individuals, retirement accounts, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm’s initial brochure notes it had no assets under management at the time of filing and states it will design, implement and provide ongoing management of client portfolios. The adviser combines technical chart analysis, mathematical measures of accumulation/distribution and fundamental review using securities market databases to guide buy, hold and sell decisions and asset allocation. Portfolios may include equities, fixed income, mutual funds, ETFs, options and other instruments, and the firm states it may significantly increase cash allocations during market declines to preserve capital. The founder is a certified public accountant with decades of industry experience who previously operated and sold an earlier advisory business, and the firm discloses ownership of certain personal real estate holdings. MARK operates as an independent, single‑adviser firm that reports no AUM on this initial filing, imposes no stated account minimum, does not accept performance‑based fees, may offer fee discounts at its discretion, and discloses the use of custodian‑provided soft‑dollar research.

To learn more about the advisors currently working at MARK Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Mark Thompson	Louisville, KY	15

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