Overview
Assets Under Management: $183 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 75
Average Client Assets: $1.9 million
Frequently Asked Questions
MARATHON STRATEGIC ADVISORS, 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 #117108), MARATHON STRATEGIC ADVISORS, LLC is subject to fiduciary duty under federal law.
MARATHON STRATEGIC ADVISORS, LLC is headquartered in PITTSBURGH, PA.
MARATHON STRATEGIC ADVISORS, LLC serves 75 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, MARATHON STRATEGIC ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MARATHON STRATEGIC ADVISORS, LLC manages $183 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, MARATHON STRATEGIC ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.81%
Average Client Assets: $1.9 million
Total Client Accounts: 600
Discretionary Accounts: 600
Regulatory Filings
CRD Number: 117108
Filing ID: 2076972
Last Filing Date: 2026-03-24 18:05:38