|
⚲
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| Marathon Strategic Advisors LLC
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|
|
|---|---|
| CRD # | 117108 |
| SEC # | 801-134014 |
| CIK # | 0002021711 |
| AUM | $182.7 M (2026-03-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 740-282-5198 |
| Address | 103 Brilliant Ave, Suite C Pittsburgh, PA 15215 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intel Corp | 32.6 | ||
| Global MOFY Metaverse Ltd | 13.1 | ||
| Calamos Convertible Opportunities & Income Fund | 3.9 | ||
| Linde PLC | 1.2 | ||
| Conocophillips | 1.1 | ||
| American Electric Power Co Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Phillips 66 | 0.7 | ||
| Rockwell Automation Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 30.0 |
| (b) Individuals (high net worth individuals) | 75 | 142.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 10 | 10.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 600 | 182.7 |
| By Discretionary | ||
| Discretionary | 600 | 182.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 600 | 182.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.7 | |
| Total | 600 | 182.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002021711] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JM Arbour LLC
✚
|
ME | 0.2 |
|
Williamson Legacy Group LLC
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|
0.2 | |
|
Nardis Advisors LLC
✚
|
0.2 | |
|
George M Hiller Companies LLC
✚
|
GA | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Genter Advisors LLC
✚
|
CA | 0.2 |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.2 |
|
One Resource Group Wealth Management LLC
✚
|
OH | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
RIHO Partners LLC
✚
|
0.2 |