|
⚲
|
| Keyboard |
| Marathon Financial Strategies
✚
|
|
|---|---|
| CRD # | 166289 |
| SEC # | 801-135320 |
| CIK # | |
| AUM | 48.5 M (2026-02-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 770-985-0650 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 18.0 |
| (b) Individuals (high net worth individuals) | 20 | 30.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 48.5 |
| By Discretionary | ||
| Discretionary | 60 | 48.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 48.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.5 | |
| Total | 60 | 48.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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|
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✚
|
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|
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|
Brandon Hill Wealth Management LLC
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|
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|
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|
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✚
|
48.2 M | |
|
Dubeau Capital USA Inc
✚
|
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|
Cadogan Park Advisors Inc
✚
|
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|
Glassman Wealth Management LLC
✚
|
46.5 M |