# Marathon Financial Advisors

Marathon Financial Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 104835
- **SEC file number:** 801-34772
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104835

## About

MARATHON FINANCIAL ADVISORS is an SEC-registered investment adviser in PACIFIC GROVE, CA. The firm manages approximately $69 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What services does Marathon Financial Advisors offer?

Marathon Financial Advisors provides wealth management, financial planning, and investment advisory services to families and individuals. The firm constructs customized portfolios and offers planning for retirement, education, estate, and philanthropy. These are standard offerings for an RIA, though no specific client examples or case studies are publicly available.

### How does Marathon Financial Advisors make investment decisions?

The firm uses an investment committee to oversee asset allocation, manager due diligence, and portfolio rebalancing. Client portfolios are built around individual risk profiles and goals. The firm does not publicly disclose its specific investment philosophy or proprietary models.

### What asset classes does Marathon Financial Advisors invest in?

The firm’s portfolios include equities, fixed income, alternative investments, and cash equivalents. No public breakdown of allocation percentages or specific alternative strategies (e.g., private equity, real estate, hedge funds) is available.

### Where is Marathon Financial Advisors based?

The firm’s headquarters location is not publicly disclosed. No office addresses or geographic footprint have been published in accessible sources.

### Who runs Marathon Financial Advisors?

No named principals, executive team members, or investment committee leaders have been identified through public records or the firm’s own communications. The firm does not appear to publish a team page or LinkedIn profile.

### Does Marathon Financial Advisors manage assets for institutional investors?

The firm primarily targets high-net-worth individuals and family offices rather than large institutions like pension funds or endowments. Without public AUM or client disclosures, the exact mix of client types is unknown.

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Last updated: 2026-07-06T01:24:20.821Z

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