{
  "crd_number": 338006,
  "slug": "marathon-financial-group-boston-ma-338006",
  "primary_business_name": "MARATHON FINANCIAL GROUP",
  "legal_name": "MARATHON WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 307831128.0,
  "raum_discretionary": 307831128.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 18919345.0,
      "count": 32
    },
    "high_net_worth_individuals": {
      "raum": 288911783.0,
      "count": 86
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "FL",
    "GA",
    "MA",
    "ME",
    "NH",
    "NY",
    "RI",
    "TX"
  ],
  "websites": [
    "https://facebook.com/marathonfinancialgroup.com",
    "https://linkedin.com/company/marathon-financial-group-llc",
    "https://meetmarathon.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338006",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/marathon-financial-group-boston-ma-338006",
  "display_name": "Marathon Financial Group",
  "summary": "Marathon Financial Group is an SEC-registered investment advisory firm in Boston, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Marathon Financial Group (CRD 338006): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Marathon Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Marathon Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Marathon Financial Group located?",
      "a": "Marathon Financial Group's principal office is in Boston, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Marathon Financial Group registered with the SEC or a state?",
      "a": "Marathon Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338006."
    },
    {
      "q": "How much does Marathon Financial Group manage?",
      "a": "Marathon Financial Group reports $307,831,128 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Marathon Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (32)."
    },
    {
      "q": "Which custodians does Marathon Financial Group use?",
      "a": "Marathon Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Marathon Financial Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338006"
    },
    {
      "q": "What changed in Marathon Financial Group's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CA, GA, ME."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CA, GA, ME."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $289,056,199.",
        "Added an office in Providence, RI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/marathon-financial-group-boston-ma-338006.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 18919345.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 86,
      "fewer_than_5": false,
      "raum": 288911783.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338006",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}