Marathon Capital Management

Marathon Capital Management, LLC, established in 1998, is a registered investment adviser specializing in providing investment management services to individuals and organizations. The firm's investment philosophy focuses on "growth at a reasonable price" (GARP), emphasizing investments that are attractively priced based on future growth expectations. Marathon offers five portfolio management categories and manages accounts on a discretionary basis, with a focus on long-term capital appreciation. The firm employs a "buy and hold" strategy, aiming for long-term investment success. Marathon charges a fee based on a percentage of assets under management, with a maximum annual fee of 1.00%, and fees are negotiable. The firm manages over $694 million in client assets on a discretionary basis. Clients are billed quarterly based on the previous quarter's market value. Marathon may use outside money managers for some accounts, with clients responsible for transaction fees. The firm does not accept performance-based fees and provides services to individuals, trusts, estates, and charitable organizations with a minimum account size of $500,000. Marathon acts as a fiduciary, operating under a rule that requires them to act in clients' best interests. The firm's investment strategy involves individual security selection and long-term investment horizons. Clients have the option to place reasonable restrictions on investments, and Marathon offers financial planning services using MoneyGuidePro software at no extra charge. The firm does not actively solicit new business and primarily acquires clients through referrals. Marathon has not been subject to any legal or disciplinary actions since its establishment.