MARATHON FINANCIAL GROUP
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 338006
- Registered since
- August 29, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.85%
- Individuals6.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Marathon Financial Group is an independent registered investment adviser organized as a limited liability company. The firm lists SEC registration in 2025 and is owned by an individual. Its client focus is individuals and families, and its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Compensation is a blend of percentage-of-AUM and fixed fees. Marathon reports that it is not an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1JONATHAN YEAGER
Chief Operating OfficerCRD 5083040
Contacts
3 of 3CHARLES BROWN IV
Founder and PrincipalCRD 5773928
MICHAEL NEILL
Director of Investments & TradingCRD 6515915
CONNOR GALLIVAN
Financial AdvisorCRD 6671714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 131 Dartmouth St
- Time zone
- ET (UTC-5)
- Office locations
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