# Marathon Financial Advisors

> Marathon Financial Advisors is a state-registered investment advisory firm in Pacific Grove, CA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 24, 2026.

- CRD: 104835
- Filed as: MARATHON FINANCIAL ADVISORS
- Legal name: Johnson Lynda ANN
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pacific Grove, CA
- Filing period: October 2026
- Form ADV filing dated: January 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104835
- AdvisorCensus page: https://advisorcensus.com/firm/marathon-financial-advisors-pacific-grove-ca-104835

## Quick answers

**How is Marathon Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Marathon Financial Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marathon Financial Advisors located?**
Marathon Financial Advisors' principal office is in Pacific Grove, CA, according to its Form ADV.

**Is Marathon Financial Advisors registered with the SEC or a state?**
Marathon Financial Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 104835.

**How much does Marathon Financial Advisors manage?**
Marathon Financial Advisors reports $69,000,000 in regulatory assets under management in its Form ADV filing dated January 24, 2026 (0% discretionary).

**What types of clients does Marathon Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); individuals (other than high net worth individuals) (8).

**Does Marathon Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104835

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $69,000,000
- Discretionary: $0
- Non-discretionary: $69,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $6,000,000 |
| High net worth individuals | 28 | $63,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marathonadvisors.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marathon Financial Advisors (CRD 104835): Form ADV filing data as of October 2026.