Marathon Strategic Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$172,175,390
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
195
38% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
195
Very HighAverage account size
$882,951
About
Marathon Strategic Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, and corporations. Like many peers, the firm emphasizes individualized investment policies and ongoing portfolio supervision for personal financial goals.
The firm establishes client objectives through personal consultations and delivers written financial plans where engaged, then manages accounts on a discretionary basis with periodic reviews and rebalancing as needed. Its investment process blends fundamental, quantitative, cyclical and qualitative analysis and may employ a range of strategies from long‑term holdings to more active techniques — the brochure notes use of options, short sales, margin and trading strategies only infrequently.
Distinctive features for a small practice include overseeing roughly $182.7 million in discretionary assets and a recent transition to SEC registration in August 2025. The firm also participates in an institutional custody program that provides operational and research benefits (a potential conflict the brochure discloses), does not vote client proxies, and explicitly offers pension consulting services to plan sponsors in addition to individual advisory work.
Client services
Financial planning
Portfolio management
Pension consulting
Consulting
Expertise
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
General estate planning guidance
Fee options
Financial Planning fixed fee $1,500-$5,000; Consulting Services fixed fee $500-$10,000
$0 - $200,000: 1.50% $200,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 1.00% on first $1,000,000 $1,000,001 - $5,000,000: 0.75% on next $4,000,000 $5,000,001 - $15,000,000: 0.50% on next $10,000,000 $15,000,001+: 0.40% on amounts over $15,000,000
Financial Planning hourly rate $150-$300; Consulting Services hourly rate $350
Account minimum: $500,000 Minimum fee: Consulting Services minimum fee of $500 Fee-only: Financial Planning fees charged hourly ($150-$300/hr) and fixed fee ($1,500-$5,000)
Main office location
Marathon Strategic Advisors, LLC
103 Brilliant Ave, Suite C
Pittsburgh PA 15215, United States
Number of offices
1
Most active in
Marathon Strategic Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Maryland · New Hampshire · North Carolina · Ohio · Pennsylvania · Texas · Virginia · West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
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