Marathon Strategic Advisors, LLC
SEC RegisteredYour Interests Always Come First
About the firm
At Marathon Strategic Advisors, LLC (Marathon), we create custom-made investment portfolios based on a client's unique financial goals, risk tolerances, investment return expectations, investment horizons, tax situation, and cash flow needs. We specialize in developing, implementing, and maintaining investment portfolios for individual investors, corporations, trusts, estates, and charitable organizations. Additionally when needed, we offer financial planning insight to clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment management including custom-tailored investment portfolios, separate account management, risk-reducing strategies, tax-efficient investing, and financial planning insight. Manages equities, fixed-income, real estate, and alternative investments across a wide range of account types.
Who they serve
Individual investors (including all forms of retirement accounts), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $30M |
| High Net Worth Individuals | 75 | $142M |
| State/Municipal Entities | 10 | — |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1M - First $200,000 | 1.50% |
| Under $1M - Next $300,000 | 1.25% |
| Under $1M - Next $500,000 | 1.00% |
| $1M+ - First $1,000,000 | 1.00% |
| $1M+ - Next $4,000,000 | 0.75% |
| $1M+ - Next $10,000,000 | 0.50% |
| $1M+ - $15,000,000+ | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 Strategic Advisors, LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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