MARATHON WEALTH ADVISORS, LLC
Legal name: MARATHON FINANCIAL GROUP
CRD #338006 SEC #801-134223 BOSTON, MA 857-201-3420
SEC Registered
Total AUM
$289.1M
Discretionary
$289.1M
Employees
6
Clients
0
Accounts
638
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| YEAGER, JONATHAN, PAUL | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| YEAGER, JONATHAN, PAUL | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| YEAGER, JONATHAN, PAUL | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BROWN IV, CHARLES, G | I | MANAGING MEMBER | E | Control |
| BROWN IV, CHARLES, G | I | MANAGING MEMBER | E | Control |
| BROWN IV, CHARLES, G | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (7)
AL FL MA NH NY RI TX
Address
131 DARTMOUTH STREET3RD FLOOR
BOSTON, MA 02116
United States
Phone: 857-201-3420