Marathon Financial Group

Overview

Marathon Financial Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm focuses on serving individual and family clients through fee-based financial planning and discretionary portfolio management. Its business model uses both percentage-of-AUM and fixed fee arrangements. Marathon does not identify itself as a capital allocator or an active ESG investor, and it is not listed as a pension consultant or related adviser in the available record. Advisory activity is concentrated on financial planning and portfolio management for individuals, small businesses, and business or institutional clients. The firm's ADV-classified primary asset preference is labeled as “Other,” suggesting customized managed accounts or non-standard account groupings rather than a single mainstream sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices