SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Marathon Financial Group
Boston, MA
Marathon Wealth Advisors, LLC, CRD 338006
Firm filing updated August 25, 2026 ·
- $307.8MAssets
- 118Clients
- 3Advisory staff
- 656Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals86
- Individuals32
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 32 | $18.9 million |
| High net worth individuals | 86 | $288.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$307.8 million
- Accounts656
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Marathon Wealth Advisors, LLC SEC-registered investment advisor. CRD 338006, SEC file 801-134223.
- Registered with the SEC as an investment advisor (status date on record: August 29, 2025).
Is Marathon Financial Group a fiduciary?
Short answer: Marathon Financial Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.