Marathon Capital Management

Overview

Marathon Capital Management is an SEC-registered independent registered investment adviser organized as an LLC and operating since 2004. The firm is owner-operated and charges clients a percentage-of-AUM advisory fee. Its client mix includes high‑net‑worth individuals and families as well as institutional and business clients. Core advisory services are financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. The firm’s stated portfolio preference is equities, with a primary focus on exchange‑traded securities. Marathon is not identified as a dedicated ESG investor, does not function as a capital allocator to external managers in any documented large-scale capacity, and is not registered as a multi-state adviser or pension consultant. Industry affiliations list roles such as investment adviser/sponsor and serving as general partner or managing member of pooled investment vehicles, which suggests involvement in sponsor/manager responsibilities for some private or pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives