Marathon Capital Management LLC
● SEC registered since 2004CRD 119416SEC# 801-62793Hunt Valley, MD
Reg. AUM
$790.1M
Employees
7
Accounts
668
Location
Hunt Valley, MD
Marathon Capital Management LLC assets under management
Marathon Capital Management LLC is an SEC-registered investment adviser based in Hunt Valley, MD. The firm has been registered since 2004. It reports $790.1 million in regulatory assets under management and employs 7 people.
Marathon Capital Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angus McPhee Burton Control | Chief Compliance Officer | Over 75% | 2014 |
| Angus McPhee Burton Control | President | Over 75% | 2001 |
| Clifford Marshall Athey Control | Partner | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Marathon Capital Management LLC manage?
Marathon Capital Management LLC reports $790.1 million in regulatory assets under management on its Form ADV.
How many employees does Marathon Capital Management LLC have?
Marathon Capital Management LLC reports 7 employees.
Where is Marathon Capital Management LLC located?
Marathon Capital Management LLC is based in Hunt Valley, MD and has been SEC-registered since 2004.
Does Marathon Capital Management LLC disclose fund performance?
Marathon Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 North Park Drive, Suite 106, Hunt Valley, MD 21030-1806 |
| Phone | 410-329-1522 |
| Fax | 410-329-1518 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$790.1M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$790.1Mregulatory AUM
Discretionary $790.1M