Adviser Profile
| As of Date | 07/30/2025 |
| Registration status | Registration Changed to MARATHON STRATEGIC ADVISORS, LLC |
| ADV Location | PITTSBURGH, PA, United States |
| Contact Info | 740 xxxxxxx |
| Websites |
| AUM* | 130,426,115 24% |
| of that, discretionary | 130,426,115 24% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 241,530 18% |
| % High Net Worth | 34.95% 8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$28,091,379 | % Position16.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker78464A847 | Stock NameSPDR SERIES TRUST MID CAP | $ Position$23,182,733 | % Position14.00% | $ Change0.00% | # Change7.00% |
| Stck Ticker78464A854 | Stock NameSPDR SERIES TRUST LARGE CAP | $ Position$13,363,828 | % Position8.00% | $ Change-1.00% | # Change-3.00% |
| Stck Ticker78463X509 | Stock NameSPDR INDEX SHS EMERGING MARKETS | $ Position$12,959,982 | % Position8.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker78463X889 | Stock NameSPDR INDEX SHS DEV WORLD EX US | $ Position$11,906,236 | % Position7.00% | $ Change-3.00% | # Change-2.00% |
| Stck Ticker464287200 | Stock NameISHARES TR CORE S&P500 ETF | $ Position$10,640,707 | % Position6.00% | $ Change-1.00% | # Change-4.00% |
| Stck Ticker922908553 | Stock NameVANGUARD INDEX REAL ESTATE ETF | $ Position$8,877,810 | % Position5.00% | $ Change3.00% | # Change11.00% |
| Stck Ticker922042676 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$6,141,090 | % Position4.00% | $ Change1.00% | # Change6.00% |
| Stck Ticker921943858 | Stock NameVANGUARD TAX-MANAGED FDS | $ Position$6,869,496 | % Position4.00% | $ Change-2.00% | # Change-1.00% |
| Stck Ticker922042858 | Stock NameVANGUARD INTL EQUITY INDEX F | $ Position$5,185,403 | % Position3.00% | $ Change-2.00% | # Change-1.00% |