Overview
Assets Under Management: $694 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 289
Average Client Assets: $2 million
Frequently Asked Questions
MARATHON CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119416), MARATHON CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
MARATHON CAPITAL MANAGEMENT LLC is headquartered in HUNT VALLEY, MD.
MARATHON CAPITAL MANAGEMENT LLC serves 289 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, MARATHON CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MARATHON CAPITAL MANAGEMENT LLC manages $694 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, MARATHON CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 289
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 683
Discretionary Accounts: 683
Regulatory Filings
CRD Number: 119416
Last Filing Date: 2025-02-21 00:00:00
Website: https://insidemarathon.com