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Darren C

Series 66

Huntington Beach, CA

Marathon Capital Management, LLC

Darren Crume is a financial advisor at Marathon Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Granite Capital Wealth Management LLC and South Coast Investment Advisors, LLC. Crume is also a licensed real estate broker, though he does not actively use this license. Marathon Capital Management is an independent registered investment advisor serving individual clients, high net worth individuals, businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with an emphasis on diversification, index-based core holdings, and fundamental security analysis.

General tax planning General estate planning guidance General retirement planning Income planning Passive / index investing
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Kim M

Series 63, Series 65

Huntington Beach, CA

Marathon Capital Management, LLC

Kim Magana is a financial advisor at Marathon Capital Management, LLC with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Marathon Capital Management since 2004. Marathon Capital Management, LLC is an independent registered investment advisor serving individual clients, including many high net worth individuals, as well as select businesses, charities, and small pension plans. The firm offers financial planning and discretionary portfolio management with a focus on diversification, index-based core holdings, and fundamental security analysis.

General tax planning General estate planning guidance General retirement planning Income planning Passive / index investing
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