HUNT VALLEY, MDCRD 119416Latest ADV February 25, 2026
Marathon Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hunt Valley, MD. Its latest Form ADV filing, dated February 25, 2026, reports $790M in regulatory assets under management, 7 employees, and 668 accounts.
Assets Under Management
$790M
Employees
7
Offices
--
Total Clients
286
Primary office
HUNT VALLEY, MD
4 NORTH PARK DRIVE, SUITE 106, HUNT VALLEY, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
182
2
Individuals
34.6%
99
3
Charitable
1.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$790Mas of February 25, 2026
Discretionary100.0%
$790M
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$790M
Total Accounts668
10Y AUM Change+$469M (+146.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change+3 (+75.0%)
* 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.