Marathon Financial Strategies
CRD 166289SEC# 801-135320
No longer SEC-registered. Marathon Financial Strategies appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$48.5M
Employees
1
Accounts
60
Location
—
Marathon Financial Strategies assets under management
Marathon Financial Strategies is an investment advisory firm registered with the SEC. It reports $48.5 million in regulatory assets under management and employs 1 people.
Marathon Financial Strategies owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark John Digiovanni Control | President - Cco | Over 75% | 2012 |
Frequently asked questions
How much does Marathon Financial Strategies manage?
Marathon Financial Strategies reports $48.5 million in regulatory assets under management on its Form ADV.
How many employees does Marathon Financial Strategies have?
Marathon Financial Strategies reports 1 employees.
Does Marathon Financial Strategies disclose fund performance?
Marathon Financial Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$48.5MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$48.5Mregulatory AUM
Discretionary $48.5M