SourcingSourcing

MARATHON STRATEGIC ADVISORS, LLC

B58
CRD 117108·SEC 801-134014·PITTSBURGH, PA
AUM
$182.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$548K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARATHON STRATEGIC ADVISORS, LLC
CRD
117108
SEC file #
801-134014
EIN
061535553
DBA names
—

Economics

AUM
$182.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$130.4M → $182.7M▲ +40%
Client mix
Individuals Other120
Individuals High Net Worth75
Charitable Organizations10

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
mstrategic.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEREZIS, NICHOLAS, EMANUEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TEREZIS, NICHOLAS, EMANUEL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MSTRATEGIC.COM
Rdap Domain Creation Date
1999-12-01T19:36:02Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002021711
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-04-30
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0002021711-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
103 BRILLIANT AVE, SUITE CPITTSBURGH, PA 15215
Business
103 BRILLIANT AVE, SUITE CPITTSBURGH, PA 15215
Edgar EIN
061535553
Edgar Recent Filings
13F-HR2026-04-15 · 0002021711-26-000002
13F-HR2026-02-11 · 0002021711-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-12-01T19:36:02Z
Rdap Domain Last Changed
2020-10-06T13:27:21Z
Rdap Nameservers
Ns1.ridgefieldgroup.comNs2.ridgefieldgroup.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2960004
Trust Company Affiliate
No

People (1)

1
TEREZIS, NICHOLAS, EMANUEL
IAR · Direct Owner · 87.5%
2960004