MARATHON FINANCIAL STRATEGIES

MARATHON FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 166289). Regulatory assets under management: $48.5M.

Registration

• CRD: 166289
• SEC file number: 801-135320
• Type: Registered investment adviser
• Phone: 770-985-0650
• Latest filing: 2026-02-24
• Regulatory AUM: $48.5M
• Discretionary AUM: $48.5M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166289 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search