Marathon Mission, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Latham, NY. Its latest Form ADV filing, dated January 8, 2026, reports $177M in regulatory assets under management, 3 employees, and 518 accounts.
Assets Under Management
$177M
Employees
3
Offices
--
Total Clients
226
Primary office
LATHAM, NY
930 ALBANY SHAKER ROAD STE 105 B, LATHAM, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
159
2
HNWI
27.9%
63
3
Charitable
1.3%
3
4
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of January 8, 2026
Discretionary100.0%
$177M
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.
Total AUM$177M
Total Accounts518
10Y AUM Change+$177M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee75:1
10Y Employee Change+2 (+200.0%)
* 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.