MARATHON CAPITAL MANAGEMENT
SEC RegisteredNavigating Your Financial Future with Confidence
About the firm
Marathon Capital Management is an employee-owned registered investment advisory firm founded in 1998, providing personalized investment management and financial planning services for individuals and families. The firm offers customized investment strategies focused on long-term growth, income, and financial security, with a core investment philosophy of "Growth at a Reasonable Price."
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (equity and fixed income strategies including Growth & Income, Income, Concentrated Growth, All Cap, and ETFs), financial planning (goals-based, comprehensive), and estate planning and risk management (in collaboration with clients' existing teams or via referrals)
Who they serve
Individuals, families, and small institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $24M |
| High Net Worth Individuals | 182 | $485M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MARATHON CAPITAL MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.