# Marathon Financial Group

> 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.

- CRD: 338006
- Filed as: MARATHON FINANCIAL GROUP
- Legal name: Marathon Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338006
- AdvisorCensus page: https://advisorcensus.com/firm/marathon-financial-group-boston-ma-338006

## Quick answers

**How is Marathon Financial Group compensated?**
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.

**Where is Marathon Financial Group located?**
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).

**Is Marathon Financial Group registered with the SEC or a state?**
Marathon Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338006.

**How much does Marathon Financial Group manage?**
Marathon Financial Group reports $307,831,128 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does Marathon Financial Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (86); individuals (other than high net worth individuals) (32).

**Which custodians does Marathon Financial Group use?**
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.

**Does Marathon Financial Group report any disciplinary disclosures?**
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

**What changed in Marathon Financial Group's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CA, GA, ME.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $307,831,128
- Discretionary: $307,831,128
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $18,919,345 |
| High net worth individuals | 86 | $288,911,783 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, MA, ME, NH, NY, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Providence, RI

### Websites listed on Form ADV (Item 1.I)
- [meetmarathon.com](https://meetmarathon.com)
- Facebook @marathonfinancialgroup.com
- LinkedIn @marathon-financial-group-llc

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CA, GA, ME.

### April 2026
- Employees performing advisory functions went from 4 to 3.

### January 2026
- Regulatory assets under management went from $0 to $289,056,199.
- Added an office in Providence, RI.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marathon Financial Group (CRD 338006): Form ADV filing data as of October 2026.