Marathon Mission, Inc.

Overview

Marathon Mission, Inc. is an independent registered investment adviser organized as a corporation and operating since 2017. The firm serves both individual and family clients as well as institutional relationships, positioning itself as a fee-based adviser that charges a percentage of assets under management alongside fixed fees for certain services. According to its disclosures, core advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not described as an active ESG investor and is not classified as a multi-state adviser. Marathon Mission does not identify itself as a capital allocator; its alternative allocations are executed via third-party external managers rather than an in-house private markets platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices