# Marathon Mission, Inc.

> Marathon Mission, Inc. is an SEC-registered investment advisory firm in Latham, NY, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 8, 2026.

- CRD: 288654
- Filed as: MARATHON MISSION, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Latham, NY
- Filing period: October 2026
- Form ADV filing dated: January 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288654
- AdvisorCensus page: https://advisorcensus.com/firm/marathon-mission-inc-latham-ny-288654

## Quick answers

**How is Marathon Mission, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Marathon Mission, Inc. 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 Mission, Inc. located?**
Marathon Mission, Inc.'s principal office is in Latham, NY, according to its Form ADV.

**Is Marathon Mission, Inc. registered with the SEC or a state?**
Marathon Mission, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288654.

**How much does Marathon Mission, Inc. manage?**
Marathon Mission, Inc. reports $177,052,266 in regulatory assets under management in its Form ADV filing dated January 8, 2026 (100% discretionary).

**How have Marathon Mission, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Marathon Mission, Inc.: Regulatory assets under management: $86,139,606 in the October 2021 data and $177,052,266 in the October 2026 data, up 106%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Marathon Mission, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (63); charitable organizations (3).

**Which custodians does Marathon Mission, Inc. use?**
Marathon Mission, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Marathon Mission, Inc. 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/288654

**What changed in Marathon Mission, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $154,738,009 to $177,052,266 (+14%).

## 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))
- Charles Schwab & Co., Inc.

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: $177,052,266
- Discretionary: $177,052,266
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $39,817,177 |
| High net worth individuals | 63 | $136,131,240 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $817,883 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $285,966 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marathon-mission.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $86,139,606 | 2 | September 10, 2021 |
| October 2022 | $106,635,049 | 2 | June 2, 2022 |
| October 2023 | $105,075,923 | 2 | June 14, 2023 |
| October 2024 | $130,242,325 | 2 | February 1, 2024 |
| October 2025 | $154,738,009 | 2 | May 21, 2025 |
| October 2026 | $177,052,266 | 3 | January 8, 2026 |

Regulatory assets under management: $86,139,606 in the October 2021 data and $177,052,266 in the October 2026 data, up 106%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $154,738,009 to $177,052,266 (+14%).

### December 2025
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marathon Mission, Inc. (CRD 288654): Form ADV filing data as of October 2026.