Marathon Strategic Advisors, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 117108
- Registered since
- July 28, 2025
- Website
- www.mstrategic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.81%
- Individuals16.41%
- Charitable Organizations5.52%
- Corporations / Businesses0.14%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Marathon Strategic Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is individually owned and serves both individual/family and institutional clients. Its service mix blends financial planning with discretionary portfolio management for individuals, small businesses and larger institutions, and it lists pension consulting among its advisory activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Marathon does not present itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities16%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Nicholas Terezis
President, Chief Investment OfficerCRD 2960004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$189M in ETFs
86%
$162M
0%
$27M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 400(TM) MID CAP ETF (SPMD) | State Street | Passive | Mid Cap Blend | $23.2M | 343,706 | 12.30% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 103 Brilliant Ave
- Time zone
- ET (UTC-5)
- Office locations
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