RIA Intel›Advisers›California›MARATHON CAPITAL MANAGEMENT, LLC

MARATHON CAPITAL MANAGEMENT, LLC

Advisory

CA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in CA

#3,126

of 5,480 advisers by AUM

Average account

$560K

across 125 accounts

AUM per adviser

$35M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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