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MARATHON CAPITAL MANAGEMENT

HUNT VALLEY, MD · CRD 119416 · IAPD ↗ · insidemarathon.com · 410-329-1522

$790.1MRegulatory AUM
4Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — MARATHON CAPITAL MANAGEMENT reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
June 2025 — MARATHON CAPITAL MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — MARATHON CAPITAL MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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