$790.1M Total AUM
$790.1M Disc. AUM
3.7% 3Y CAGR
7 Employees
286 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BeaconNorth foundation
- Established Date
- 02-20-2004
- Office Locations
- 1
Office Locations
4 North Park Drive Suite 106 Hunt Valley MD
About Marathon Capital Management
Marathon Capital Management is an employee-owned RIA founded in 1998 serving individuals, families, and small institutions with investment management, financial planning, and estate/risk planning coordination. Portfolios are built in managed accounts using equities, fixed income, and ETF strategies in a disciplined, long-term, risk-aware framework focused on growth, income, and capital preservation. Primary custodians include Schwab and Fidelity.
Team overview
54 AVG AGE
$197.5M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
8.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
5 RIA Reps
22yrs Firm Age
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Asset Classes
Zenith Focus Value pioneer Glacier
Custodian
Beacon matrix Unison fusion Radial radial
Investment Themes
Catalyst glacier Atlas crest
Investment Vehicles
Atlas
Platform
Vector
Services
Legacy frontier North eagle Vertex foundation Insight Radial vector
Technology
Legacy alpha Legacy
Owner & Executives
A
ANGUS MCPHEE BURTON
Advisor, Managing Member, President
- CRD
- #1056399
- Ownership
- 75% or more
(294) 439-3612
zenith.signal@capitalcapital.com
in linkedin.com/in/signal-zenith
C
CLIFFORD MARSHALL ATHEY
Partner
- CRD
- #4252779
- Ownership
- 10% but less than 25%
(861) 209-2239
capital.focus@timbercapital.com
in linkedin.com/in/insight-delta
U
Unison eagle
Eagle atlas
- CRD
- #33862
- Ownership
- 22.1%
(793) 645-2216
vector.horizon@foundationcapital.com
in linkedin.com/in/insight-glacier
Showing 2 of 4 owners & executives
Unlock allContacts
L
LINDA GIBSON HICKEL
Financial Advisor
- CRD
- #1214675
(264) 216-5273
meridian.momentum@wavecapital.com
in linkedin.com/in/signal-alpha
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $790,136,072 | $1,182,838 |
| Non-Discretionary | $0 | -- |
| Total | $790,136,072 | $1,182,838 |
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Separately Managed Accounts
Total SMA Asset: $790,136,072
Equity - Exchange:
10.3% Cash:
11.0% Public Funds:
4.9% Corporate - Investment Grade:
14.3% Municipal Bonds:
6.8% Other:
18.8% Equity - OTC:
22.0% Other:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $651,550,409 | 10.3% |
| Cash | $695,830,534 | 11.0% |
| Public Funds | $309,960,874 | 4.9% |
| Corporate - Investment Grade | $904,579,694 | 14.3% |
| Municipal Bonds | $430,149,784 | 6.8% |
| Other | $1,189,237,639 | 18.8% |
| Equity - OTC | $1,391,661,067 | 22.0% |
| Other | $752,762,123 | 11.9% |
| Total | $6,325,732,124 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION CATALYST NORTH | RIDGE VITAL | U1LOSATFG | OJW | 11.58% | $119,536,890 |
| CATALYST FOUNDATION | CAPITAL MOMENTUM | V1JGXN1DG | RGJ | 6.34% | $118,105,985 |
| BEACON VITAL SUMMIT | PIONEER GLACIER | ITOUUFNDX | EJYR | 8.76% | $52,327,379 |
| SUMMIT LEGACY | LEGACY CREST | 0MMHUP65G | AERE | 5.36% | $9,458,768 |
| VECTOR ELEMENT | MERIDIAN VITAL | O52UK8737 | KGJB | 6.97% | $91,826,557 |
| ELEMENT SIGNAL OAK | LEGACY NORTH | 0VBYXHUHM | DMSZ | 2.15% | $77,123,957 |
| QUANTUM OAK SUMMIT | ELEMENT RADIAL | 6SGSX4MIY | FBTV | 7.54% | $112,132,741 |
| EAGLE PIONEER | MATRIX NORTH | SQASS9OUJ | QEJ | 5.88% | $98,780,256 |