← Back to searchVisit website
MARATHON STRATEGIC ADVISORS, LLC
CRD 117108 · SEC 801-134014
103 BRILLIANT AVE, SUITE C, PITTSBURGH, PA, 15215, United States
Phone
740-282-5198
Fax
740-282-5307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.7M
Discretionary AUM
$182.7M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $30.0M |
| High net worth individuals | 75 | $142.2M |
| Charitable organizations | 10 | $10.1M |
States served
MD, NC, OH, PA, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD