Marathon Strategic Advisors, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 117108
- Registered since
- July 28, 2025
- Website
- www.mstrategic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.81%
- Individuals16.41%
- Charitable Organizations5.52%
- Corporations / Businesses0.14%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Marathon Strategic Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also provides pension consulting. Fee arrangements include asset‑based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities16%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Nicholas Terezis
President, Chief Investment OfficerCRD 2960004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$189M in ETFs
86%
$162M
0%
$27M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD) | State Street | Passive | Mid Cap Blend | $23.2M | 343,706 | 12.30% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 103 Brilliant Ave
- Time zone
- ET (UTC-5)
- Office locations
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