A complete list of active advisors currently associated with Marathon Capital Management

Warmer can help you find a great advisor at Marathon Capital Management or one who fits your needs even better.

Marathon Capital Management is a discretionary investment adviser that provides portfolio management and financial planning to high‑net‑worth individuals, trusts, estates, and charitable organizations; the firm manages roughly $790 million for about 281 clients and generally requires a $500,000 minimum (waivers permitted). Financial planning using MoneyGuidePro is provided as part of the client relationship at no separate charge, and the firm does not target non‑high‑net‑worth retail investors. The firm follows a long‑term growth‑at‑a‑reasonable‑price (GARP) philosophy and generally employs a buy‑and‑hold approach, managing accounts individually on a discretionary basis. Marathon focuses on individual securities over multi‑year horizons, conducts regular account and portfolio monitoring, and will use third‑party money managers for certain legacy or very large accounts. Notably, Marathon sponsors a private microcap fund through an affiliated exempt reporting adviser and general partner, a structure that the firm discloses and seeks to mitigate by generally restricting microcap investments in client accounts. The combination of fund sponsorship, affiliations with other advisers, and periodic use of outside managers creates allocation and conflict‑management procedures (including a Code of Ethics and pro rata allocation policies) that distinguish its operational profile from many peers.

To learn more about the advisors currently working at Marathon Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.