CRD: 117108
Marathon Strategic Advisors, LLC
$182.7M Total AUM
$182.7M Disc. AUM
-- 3Y CAGR
2 Employees
205 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-1999
- Office Locations
- 1
Office Locations
103 Brilliant AVE, Suite C Pittsburgh PA
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.
Team overview
54 AVG AGE
$182.7M AVG AUM / ADVISOR
$891.4K AVG AUM / CLIENT
27 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
Available
Owner & Executives
N
NICHOLAS EMANUEL TEREZIS
Advisor, Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2960004
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
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| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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