Marathon Strategic Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 24, 2026, reports $183M in regulatory assets under management, 2 employees, and 600 accounts.
Assets Under Management
$183M
Employees
2
Offices
--
Total Clients
205
Primary office
PITTSBURGH, PA
103 BRILLIANT AVE, SUITE C, PITTSBURGH, PA, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
120
2
HNWI
36.6%
75
3
Charitable
4.9%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of March 24, 2026
Discretionary100.0%
$183M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$183M
Total Accounts600
10Y AUM Change+$52M (+40.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee103:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.