$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Meridian vectorDelta
- Established Date
- 10-18-2004
- Office Locations
- 1
Office Locations
-- Huntington Beach CA
About Marathon Capital Management, LLC
Marathon Capital (Huntington Beach, CA) is an RIA providing modern wealth management with integrated financial planning, portfolio construction, and risk management. The firm serves retail clients, including business owners, with portfolios centered on ETFs and U.S. government/agency fixed income. Works with custodians/platforms such as Charles Schwab and Altruist.
Team overview
42 AVG AGE
$35.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
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Asset Classes
Harbor Insight ridge
Client Personas
Legacy Radial catalyst
Custodian
Harbor Pioneer Oak Pioneer Vector Prime Quantum timber
Fund Managers
Pathway Frontier
Investment Themes
Glacier glacier Insight
Investment Vehicles
Crest timber
Services
Insight Prime unison Capital Legacy vector Vector Capital foundation
Technology
Momentum Legacy
Owner & Executives
D
DARREN CRUME
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6563577
- Ownership
- 75% or more
(495) 251-2147
crest.beacon@ridgecapital.com
in linkedin.com/in/bridge-horizon
K
KIM LOUIS MAGANA
--
- CRD
- #4847656
- Ownership
- 10% but less than 25%
(377) 656-2789
peak.harbor@capitalcapital.com
in linkedin.com/in/matrix-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,000,000
Equity - Exchange:
38.7% U.S. Government/Agency:
29.6% Other:
31.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,088,078,952 | 38.7% |
| U.S. Government/Agency | $832,225,762 | 29.6% |
| Other | $891,268,805 | 31.7% |
| Total | $2,811,573,519 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RADIAL | PATHWAY UNISON | OB307K783 | HDMV | 11.50% | $108,502,691 |
| ALPHA BRIDGE | NORTH UNISON | 48N2IQI65 | FRIL | 3.02% | $66,217,698 |
| ATLAS EMBER FOCUS | RIDGE DELTA | 1JNXNTBKX | RMGEF | 10.37% | $85,305,994 |
| CAPITAL OAK | MERIDIAN BRIDGE | YS3XMLPJF | MRVWF | 11.76% | $54,981,891 |
| INSIGHT BEACON TIMBER | RIDGE ELEMENT | 4X9142QF4 | CPM | 5.94% | $98,340,715 |
| NORTH EMBER | MATRIX ELEMENT | N5COMYUQ5 | VSANC | 11.81% | $37,724,365 |
| QUANTUM BRIDGE CAPITAL | SIGNAL ATLAS | A6G36N81K | VYPPR | 11.48% | $44,287,378 |
| ELEMENT NORTH | INSIGHT PEAK | EC9S1QG1H | XIZXD | 4.38% | $118,084,151 |