Kirr, Marbach & Company, LLC is an independent, fee-only fiduciary registered investment advisor headquartered in Columbus, Indiana. Since 1975, our experienced team has provided personalized investment management and comprehensive financial planning to individuals, families, and institutions across 19 states. This FAQ section is designed to answer common questions about our services, fiduciary responsibilities, investment philosophy, and what it’s like to work with our firm. Our mission is simple: to help clients achieve long-term financial goals through research-driven strategies and client-first advice.
Kirr, Marbach & Company, LLC is a fee-only fiduciary financial advisor based in Columbus, Indiana, serving clients nationwide since 1975. We provide independent investment management and personalized financial planning to help clients achieve long-term goals. Our mission is to be a knowledgeable, trustworthy, and reassuring source of financial guidance.
We offer comprehensive wealth management and financial planning services, including:
- Investment management for separately managed accounts (SMAs)
- Mutual fund advisory services
- Personalized retirement planning
- Customized fiduciary financial advice aligned with your goals
Our research-driven strategies are tailored to each client’s needs and grounded in our fiduciary duty.
As of 12/31/2025, Kirr, Marbach manages approximately $587.7 million in assets under management (AUM) from our Columbus, Indiana headquarters.
We work with:
- Individuals and families
- Trusts and estates
- Pension plans
- Corporations
- Foundations and endowments
We specialize in guiding successful individuals who may not have deep investing experience but value expert, fiduciary advice.
- Mutual Fund: $1,000 minimum investment
- Separately Managed Accounts (SMAs): $100,000 minimum account size
Our predecessor firm was founded on May 1, 1975. We proudly celebrated our 50th anniversary in 2025 — a milestone achieved by only a select group of investment advisory firms nationwide. With five decades of experience, we have successfully navigated multiple market cycles, demonstrating stability and commitment to our clients.
- Personalized portfolios of individual stocks and bonds
- Direct access to experienced investment professionals
- Fee-only fiduciary structure with no commissions
- A “client-first” approach rooted in transparency and trust
Unlike many advisors who rely on third-party funds or ETFs, we build portfolios from the ground up using our own rigorous research.
Investing can feel complex or intimidating. We focus on making it simple. Our team listens carefully, avoids jargon, and helps clients stay calm through all market conditions. We aim to provide clarity and confidence, regardless of market volatility.
Our standard fee schedule for separately managed accounts is:
- 1.5% on the first $500,000 of assets under management (AUM)
- 1.0% on AUM above $500,000
We receive no commissions or third-party compensation. Since our fees are based on AUM, our interests are aligned – the better you do, the better we do. See our Form ADV-Part 2A (Brochure) and Client Relationship Summary here for detailed descriptions and disclosures.
Our owners, staff, and their families invest significant personal assets in the mutual fund we advise. This alignment means we invest alongside our clients and share the same outcomes — truly ‘eating our own cooking.’
Absolutely. As fiduciaries, we are legally and ethically obligated to act in your best interest. We receive no commissions and are fully aligned with your financial success.
We evaluate stocks as if we were buying the entire company for the long term (5–10 years). Our goal is to find undervalued opportunities overlooked by others. We are long-term investors with an average holding period of about five years — though we often hold exceptional companies for decades.
Our team includes professionals with credentials recognized as the gold standards of investment and financial planning expertise:
These designations reflect our commitment to advanced competence, ethical standards, and professional excellence.
Our CFP professionals provide comprehensive financial planning, covering:
- Retirement planning
- Tax and insurance strategies
- Estate planning
- Philanthropic giving
- Education funding
We help you set and reach goals throughout your life—from buying a home to leaving a legacy.
We believe in giving back time, talent, and treasure. Our team:
- Serves on nonprofit boards
- Supports local organizations
- Promotes financial literacy
In 2024, Mickey Kim, CFA, KM’s Chief Operating/Compliance Officer, raised over $100,000 for Turning Point Domestic Violence Services through the “Mickey on the Moose” fundraiser. He also writes a long-running investment column for the Indianapolis Business Journal which can be viewed here.
Contact Zach Greiner, CFP, Director of Client Service:812-376-9444 or 800-808-9444 📧 zach@kirrmar.com
