Marmo Financial Group

EST. AUM
$295,178,039

CONTACTS

CLIENT ACCOUNTS
1,628

Firm Details

Metro area Knoxville
CRD Number 143816
Website marmofinancial.com
Client types

Overview

Marmo Financial Group is an independent registered investment adviser based in Johnson City, Tennessee, founded by Scott Marmo, who organically grew the firm to over $300M in AUM serving approximately 620 clients. On June 25, 2026, Marmo joined Cetera Planning Partners — Cetera Financial Group's employee-advisor national RIA with approximately $19B in AUA — along with his team of eight advisers as W-2 employees, continuing to operate from the Johnson City office.

Platform Details

Investment Preferences

Alternative Activity