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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-21-2017
- Office Locations
- 1
Office Locations
About Marathon Mission, Inc.
Marathon Mission is an SEC-registered RIA providing discretionary portfolio management and comprehensive financial planning, plus pension consulting for plan trustees. Portfolios are managed in-house (no outsourced models) using a macro-driven, fundamental + technical approach with tactical shifts and cash defensively. Trades are implemented via block trading, and the team invests alongside clients. New clients are referral/invitation only with a $500k minimum; custodied at Schwab.
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Owner & Executives
MICHAEL SEAN RYAN
Chief Compliance Officer, Director, President
- CRD
- #2212989
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jason Patrick Dongelewic
--
- CRD
- #8180980
Laura Elizabeth Sodorsky
--
- CRD
- #7169801
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,052,266 | $341,800 |
| Non-Discretionary | $0 | -- |
| Total | $177,052,266 | $341,800 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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