Marathon Strategic Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$172,175,390
Clients
195
Advisors
1
of 2 employees
About
Marathon Strategic Advisors, LLC provides discretionary portfolio management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, charitable organizations, corporations and pension/profit‑sharing plans. Its offerings include continuous asset management based on client‑specific investment policies, written financial plans, and targeted consulting such as retirement plan reviews and administrative advice.
The firm develops investment policy through in‑depth client interviews and implements portfolios on a discretionary basis guided by objectives, time horizons, tax considerations and risk tolerance, using fundamental, quantitative, qualitative and cyclical analysis. Marathon also provides ERISA‑related advice, including rollover recommendations and pension consulting, and operationally accepts standing letters of authorization that have resulted in custody treatment for 109 clients with about $117.6 million in assets.
What is distinctive for a single‑advisor independent firm is Marathon’s client mix and institutional focus: it serves charitable and corporate clients and provides pension consulting while managing roughly $182.7 million in discretionary assets. The firm participates in an institutional custody program that supplies execution, custody and research services (and related economic benefits) and discloses potential conflicts from those arrangements; clients retain responsibility for proxy voting.
Client services
Expertise
Fee options
Financial Planning: $1,500 to $5,000 (plus $750 for plan updates); Consulting Services: $500 to $10,000
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 1.00% $2,000,001 - $6,000,000: 0.75% $6,000,001 - $16,000,000: 0.50% $16,000,001+: 0.40%
Financial Planning: $150-$300 per hour; Consulting Services: $350 per hour
Account minimum: $500,000 Fee-only: Financial Planning: $150-$300 per hour or fixed fee $1,500 to $5,000; Consulting Services: $350 per hour with $500 minimum or fixed fee $500 to $10,000
Main office
103 Brilliant Ave, Suite C
Pittsburgh PA 15215
Advisors at this office
1
Most active in
Florida · Maryland · New Hampshire · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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