Marathon Capital Management

RIASEC Registered

Total AUM

$790M

Discretionary

$790M

100% of AUM

Avg account

$1.2M

Accounts

668

Employees

Advisory reps

Firm details

Headquarters: Hunt Valley, Maryland
CRD number: 119416
Registered since: February 20, 2004
Website: insidemarathon.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI61.44%
Charitable Organizations35.49%
Individuals3.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marathon Capital Management operates as a Limited Liability Company and is an independent registered investment adviser. The firm is registered with the SEC (registration year: 2004) and is owned by an individual. Its client mix includes individual and family clients as well as institutional relationships. Advisory services listed on filings emphasize financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Compensation is charged as a percentage of assets under management. The firm does not describe itself as a capital allocator, is not identified as an active ESG investor, and is not filed as a multi-state adviser. Filings also indicate it is not a pension consultant and has no related adviser affiliations noted.