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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2025
- Office Locations
- 3
Office Locations
About Marathon Financial Group
Marathon Financial Group is a Boston-based wealth management firm providing holistic, goals-based financial planning and portfolio guidance. The team emphasizes a straightforward, planning-driven investment philosophy focused on long-term outcomes, with an education- and transparency-forward client experience built for multi-generational relationships. They publish regular market insights/newsletters and custody assets via Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES G BROWN IV
Managing Member
- CRD
- #5773928
- Ownership
- 75% or more
JONATHAN PAUL YEAGER
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5083040
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CONNOR JAMES GALLIVAN
Financial Advisor
- CRD
- #6671714
MICHAEL JAMES NEILL
Director of Investments and Trading
- CRD
- #6515915
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,831,128 | $469,255 |
| Non-Discretionary | $0 | -- |
| Total | $307,831,128 | $469,255 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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