Marathon Financial Advisors

Overview

Marathon Financial Advisors operates as a sole-proprietorship advisory practice focused on portfolio management for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and runs a client-oriented model that is almost entirely non-discretionary, meaning investment decisions are implemented with client direction rather than under full discretionary authority. Marathon’s public-market approach centers on pooled public funds and mutual funds, while it supplements core holdings with alternative exposures—specifically real estate, commodities and oil & gas—via third-party managers. The firm is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices