Marathon Capital Management, LLC

Overview

Marathon Capital Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, along with small businesses and select institutional relationships. The firm’s portfolio emphasis is equities-first: exchange-traded equities represent the single largest asset slice of its managed assets, and the firm lists equities as its stated preference. Marathon provides financial planning and discretionary portfolio management alongside hourly and other advisory arrangements, charging a mix of percentage-of-AUM and hourly fees. Investment activity centers on liquid public markets supplemented by third‑party alternative exposure in real estate and the continued use of mutual funds. The adviser is not flagged as an active ESG investor and operates from a single-office setup rather than a multi-state network. Marathon also reports affiliations as another investment adviser and as a real estate broker, suggesting direct access to external real estate deal flow or advisory capabilities around property investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices