CRD: 117108
Marathon Strategic Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-16-1999
- Office Locations
- 1
Office Locations
About Marathon Strategic Advisors, LLC
Marathon Strategic Advisors, LLC is a Pittsburgh-based RIA. The firm has been operating for 26 years. Managing $182.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Between August 27, 2025 and March 24, 2026, reported AUM increased 40.1%, from $130.4M to $182.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 205 clients, or 205 clients per representative. That equates to $891.4K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
NICHOLAS EMANUEL TEREZIS
Advisor, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2960004
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,742,274 | $304,570 |
| Non-Discretionary | $0 | -- |
| Total | $182,742,274 | $304,570 |
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Separately Managed Accounts
SMA allocation detail is available
Marathon Strategic Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Marathon Strategic Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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