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MARATHON STRATEGIC ADVISORS, LLC

PITTSBURGH, PA · CRD 117108 · IAPD ↗ · mstrategic.com · 740-282-5198

$182.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2026 — MARATHON STRATEGIC ADVISORS, LLC now reports custody of client assets ($117.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2026 — MARATHON STRATEGIC ADVISORS, LLC reported RAUM up 40% ($130.4M -> $182.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — MARATHON STRATEGIC ADVISORS, LLC notice-filed in MD, NH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — MARATHON STRATEGIC ADVISORS, LLC (PITTSBURGH, PA) is newly SEC-registered with $130.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.