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MARATHON CAPITAL MANAGEMENT
MARATHON CAPITAL MANAGEMENT LLC
CRD 119416 · SEC 801-62793
4 NORTH PARK DRIVE, SUITE 106, HUNT VALLEY, MD, 21030-1806, United States
Phone
410-329-1522
Fax
410-329-1518
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$790.1M
Discretionary AUM
$790.1M
Team
7 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $24.2M |
| High net worth individuals | 182 | $485.5M |
| Charitable organizations | 5 | $280.4M |
States served
AZ, CA, CO, DE, DC, MD, MA, NJ, NY, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD