Marathon Capital Management Llc
- Regulatory AUM
- $790M
- Discretionary
- $790M
- Clients
- 286
- Avg AUM / client
- $2.8M
- Accounts
- 668
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $24.2M | 3.07% |
| High net worth individuals | 182 | $485M | 61.4% |
| Charitable organizations | 5 | $280M | 35.5% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angus Mcphee Burton | President | Jan 2001 (26y) | 75% or more | |
| Clifford Marshall Athey | Partner | Jul 2021 (5y) | 10% – 25% | |
| Edward George Hart | Partner | Jul 2023 (3y) | 5% – 10% | |
| Patrick Timothy Jones | Registered representative | Aug 2024 (2y) | ||
| Linda Gibson Hickel | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $684M (87% of AUM) Feb 2026
- Fidelity Distributors Company Llc $106M (13% of AUM) Feb 2026
- Fidelity Brokerage Services $83.0M (14% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗