Marathon Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 17, 2026, reports $308M in regulatory assets under management, 6 employees, 2 offices, and 656 accounts.
Assets Under Management
$308M
Employees
6
Offices
2 offices
Total Clients
118
Primary office
BOSTON, MA
131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.9% of total clients.
Top client categories% of clientsClients
1
HNWI
72.9%
86
2
Individuals
27.1%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of March 17, 2026
Discretionary100.0%
$308M
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$308M
Total Accounts656
10Y AUM Change+$308M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee20:1
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.