Marathon Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,000,000
Total clients
36
78% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
18
Average account size
$1,916,667
About
Marathon Financial Advisors provides personalized investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee‑only percentage‑of‑AUM basis and delivers services such as cash‑flow analysis, retirement and education projections, net‑worth statements, and ongoing investment supervision.
The firm uses a strategic asset allocation framework with a core‑and‑satellite approach and global diversification, primarily implementing portfolios with no‑load mutual funds and exchange‑traded funds while supplementing with individual stocks and bonds as appropriate. Client relationships are documented with investment policy statements and regular (typically quarterly) reviews; clients retain final authority over investment selections while the firm executes trades under a limited power of attorney.
What is uncommon about Marathon is that nearly all of its assets — approximately $69 million across roughly 35 accounts — are managed on a non‑discretionary basis, meaning the firm typically implements client‑approved trades rather than exercising discretionary authority. The firm is long‑standing (founded in 1983), operates with a small two‑advisor team, declines commission products and performance‑based fees, and emphasizes written reporting, business continuity planning, and information security.
Client services
Expertise
Fee options
Account minimum: No stated minimum; the firm has discretion to waive minimums and may waive minimum fees based on various criteria. Minimum fee: Firm may waive minimum fee and/or charge a lesser investment advisory fee at its discretion based on client criteria. Fee-only: Firm is strictly fee-only; does not accept commissions or fees of any kind other than investment advisory fees.
Main office location
Marathon Financial Advisors
San Jose CA, United States
Number of offices
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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