SourcingSourcing

MARATHON CAPITAL MANAGEMENT LLC

B51
CRD 119416·SEC 801-62793·HUNT VALLEY, MD
AUM
$790.1M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MARATHON CAPITAL MANAGEMENT LLC
CRD
119416
SEC file #
801-62793
EIN
—
DBA names
Marathon Capital Management

Economics

AUM
$790.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$341.7M → $790.1M▲ +131%
Client mix
Individuals High Net Worth182
Individuals Other99
Charitable Organizations5

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
HUNT VALLEY MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
insidemarathon.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURTON, ANGUS, MCPHEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
BURTON, ANGUS, MCPHEE
ATHEY, CLIFFORD, MARSHALL
Solo Advisor Indicator
No
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
INSIDEMARATHON.COM
Rdap Domain Creation Date
2003-10-17T23:50:27Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-17T23:50:27Z
Rdap Domain Last Changed
2025-09-18T06:35:02Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1056399
Trust Company Affiliate
No

People (5)

5
BURTON, ANGUS, MCPHEE
IAR · Direct Owner · 87.5%
1056399
ATHEY, CLIFFORD, MARSHALL
IAR · Direct Owner · 17.5%
4252779
JONES, PATRICK, TIMOTHY
IAR · Direct Owner · 17.5%
4232684
Hart, Edward, George
IAR · Direct Owner · 7.5%
7217072
LINDA GIBSON HICKEL
IAR
1214675