Marathon Financial Group

RIASEC Registered
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$469K
Accounts
656
Employees
6
Advisory reps
4

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

FINTRX

Overview

Marathon Financial Group is an independent, individual-owned registered investment adviser that registered with the SEC in 2025. The firm provides fee-based wealth management and financial planning for individuals and families, using both percentage-of-AUM and fixed-fee billing. Its advisory scope includes financial planning and portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. Marathon does not present itself as a capital allocator and is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$77.9M in ETFs

Passive

91%

$70.7M

Active

6%

$7.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$12.8M141,85716.40%
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Location

Primary office

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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