MARATHON CAPITAL MANAGEMENT
MARATHON CAPITAL MANAGEMENT LLC Legal Name
Adviser information for MARATHON CAPITAL MANAGEMENT last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Maryland, United States |
Employees
Total Number of Employees | 8 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 713 | $677.1M |
Non-Discretionary | 0 | $0 |
Total | 713 | $677.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 183 | $64.1M |
HNW Individuals | 136 | $611.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $1.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
4 NORTH PARK DRIVESUITE 106
HUNT VALLEY
MD
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 410-329-1522, Fax: 410-329-1518
Websites
Chief Compliance Officer
ANGUS M. BURTON
PRESIDENT
4 NORTH PARK DRIVE
SUITE 106
HUNT VALLEY
MD
United States
Tel:
410-329-1522
Fax:
410-329-1518
A****@*****************M
(Full email address available in API data)
Industry Affiliates
MARATHON MICRO PARTNERS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BURTON, ANGUS, MCPHEE | Individual | – | PRESIDENT | 01/2001 | > 75% |
BURTON, ANGUS, MCPHEE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2014 | > 75% |
ATHEY, CLIFFORD, MARSHALL | Individual | – | PARTNER | 07/2021 | 10-25% |
Hart, Edward, George | Individual | – | PARTNER | 07/2023 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 503K | 5K | – |
ABBVIE INC | COM | 1M | 6K | – |
ACCURAY INC | COM | 200K | 110K | – |
ADVANCED MICRO DEVICES INC | COM | 831K | 5K | – |
AKOUSTIS TECHNOLOGIES INC | COM | 9K | 69K | – |
ALLISON TRANSMISSION HLDGS I | COM | 9M | 119K | – |
ALLSTATE CORP | COM | 681K | 4K | – |
ALPHABET INC | CAP STK CL A | 1M | 7K | – |
ALPHABET INC | CAP STK CL C | 2M | 11K | – |
ALPHATEC HLDGS INC | COM NEW | 3M | 268K | – |
AMAZON COM INC | COM | 2M | 13K | – |
AMGEN INC | COM | 371K | 1K | – |
ANI PHARMACEUTICALS INC | COM | 4M | 70K | – |
ANTERO RESOURCES CORP | COM | 979K | 30K | – |
AON PLC | SHS CL A | 206K | 700 | – |
APPLE INC | COM | 12M | 59K | – |
ARCOSA INC | COM | 3M | 41K | – |
ARES CAPITAL CORP | COM | 3M | 165K | – |
ASTRAZENECA PLC | SPONSORED ADR | 13M | 162K | – |
BANK AMERICA CORP | 7.25%CNV PFD L | 1M | 1K | – |
BARFRESH FOOD GROUP INC | COM NEW | 56K | 15K | – |
BARRICK GOLD CORP | COM | 2M | 140K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 12K | – |
BLACKROCK RES & COMMODITIES | SHS | 483K | 53K | – |
BOSTON PROPERTIES INC | COM | 427K | 7K | – |
BRISTOL-MYERS SQUIBB CO | COM | 362K | 9K | – |
CALIX INC | COM | 3M | 90K | – |
CANADIAN PACIFIC KANSAS CITY | COM | 229K | 3K | – |
CARRIER GLOBAL CORPORATION | COM | 247K | 4K | – |
CECO ENVIRONMENTAL CORP | COM | 4M | 146K | – |
CHEVRON CORP NEW | COM | 10M | 64K | – |
CHUBB LIMITED | COM | 2M | 10K | – |
CINCINNATI FINL CORP | COM | 886K | 8K | – |
CLEAR SECURE INC | COM CL A | 402K | 22K | – |
CNX RES CORP | COM | 243K | 10K | – |
COCA COLA CO | COM | 1M | 18K | – |
COMSTOCK INC | COM NEW | 4K | 25K | – |
COPA HOLDINGS SA | CL A | 7M | 70K | – |
CORNING INC | COM | 9M | 234K | – |
CRYOPORT INC | COM PAR $0.001 | 1M | 148K | – |
CSX CORP | COM | 470K | 14K | – |
DANAHER CORPORATION | COM | 587K | 2K | – |
DIAMONDBACK ENERGY INC | COM | 9M | 43K | – |
DISNEY WALT CO | COM | 299K | 3K | – |
DOCGO INC | COM | 856K | 277K | – |
DOW INC | COM | 4M | 68K | – |
DUKE ENERGY CORP NEW | COM NEW | 330K | 3K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
EMERSON ELEC CO | COM | 255K | 2K | – |
ENBRIDGE INC | COM | 241K | 7K | – |
ENPHASE ENERGY INC | COM | 6M | 58K | – |
EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 1M | 527K | – |
EXXON MOBIL CORP | COM | 1M | 10K | – |
F N B CORP | COM | 328K | 24K | – |
FIDELITY NATL INFORMATION SV | COM | 7M | 93K | – |
FIRST CTZNS BANCSHARES INC N | CL A | 547K | 325 | – |
FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 4M | 34K | – |
FRONTLINE PLC | COM | 258K | 10K | – |
FVCBANKCORP INC | COM | 137K | 13K | – |
GE AEROSPACE | COM NEW | 271K | 2K | – |
GLADSTONE LD CORP | COM | 2M | 154K | – |
GLOBAL SELF STORAGE INC | COM | 2M | 370K | – |
GROWGENERATION CORP | COM | 25K | 11K | – |
HILLMAN SOLUTIONS CORP | COM | 7M | 811K | – |
HOME DEPOT INC | COM | 640K | 2K | – |
HONEYWELL INTL INC | COM | 1M | 6K | – |
HUDSON TECHNOLOGIES INC | COM | 4M | 404K | – |
IDENTIV INC | COM NEW | 3M | 715K | – |
INTERNATIONAL BUSINESS MACHS | COM | 7M | 42K | – |
ISHARES SILVER TR | ISHARES | 365K | 14K | – |
ISHARES TR | IBONDS DEC24 ETF | 384K | 15K | – |
ISHARES TR | ISHARES BIOTECH | 496K | 4K | – |
JOHNSON & JOHNSON | COM | 4M | 30K | – |
JPMORGAN CHASE & CO. | COM | 4M | 22K | – |
KENVUE INC | COM | 3M | 150K | – |
KEYSIGHT TECHNOLOGIES INC | COM | 264K | 2K | – |
KOPIN CORP | COM | 17K | 20K | – |
KORNIT DIGITAL LTD | SHS | 2M | 103K | – |
LATTICE SEMICONDUCTOR CORP | COM | 588K | 10K | – |
LOCKHEED MARTIN CORP | COM | 229K | 491 | – |
LOWES COS INC | COM | 680K | 3K | – |
LUNA INNOVATIONS INC | COM | 536K | 168K | – |
MAGNOLIA OIL & GAS CORP | CL A | 253K | 10K | – |
MARATHON PETE CORP | COM | 295K | 2K | – |
MARCHEX INC | CL B | 23K | 15K | – |
MCDONALDS CORP | COM | 532K | 2K | – |
MERCK & CO INC | COM | 4M | 32K | – |
METLIFE INC | COM | 8M | 111K | – |
MICRON TECHNOLOGY INC | COM | 769K | 6K | – |
MICROSOFT CORP | COM | 11M | 26K | – |
MORGAN STANLEY | COM NEW | 213K | 2K | – |
NABORS INDUSTRIES LTD | SHS | 356K | 5K | – |
NANO DIMENSION LTD | SPONSORD ADS NEW | 55K | 25K | – |
NEWMONT CORP | COM | 213K | 5K | – |
NEWPARK RES INC | COM PAR $.01NEW | 2M | 266K | – |
NEXTERA ENERGY INC | COM | 223K | 3K | – |
NVIDIA CORPORATION | COM | 1M | 8K | – |
ONDAS HLDGS INC | COM NEW | 21K | 37K | – |
ONEOK INC NEW | COM | 383K | 5K | – |
OPKO HEALTH INC | COM | 19K | 15K | – |
PEPSICO INC | COM | 1M | 6K | – |
PFIZER INC | COM | 3M | 105K | – |
PHILIP MORRIS INTL INC | COM | 247K | 2K | – |
PIXELWORKS INC | COM NEW | 25K | 25K | – |
PNC FINL SVCS GROUP INC | COM | 543K | 3K | – |
PPG INDS INC | COM | 218K | 2K | – |
PRICE T ROWE GROUP INC | COM | 99M | 861K | – |
PROCTER AND GAMBLE CO | COM | 3M | 17K | – |
PROGYNY INC | COM | 1M | 48K | – |
PROLOGIS INC. | COM | 590K | 5K | – |
QUALCOMM INC | COM | 11M | 56K | – |
QUANTERIX CORP | COM | 2M | 138K | – |
RBB FD INC | MOTLEY FOL ETF | 252K | 5K | – |
REALTY INCOME CORP | COM | 6M | 110K | – |
RECURSION PHARMACEUTICALS IN | CL A | 1M | 175K | – |
ROYAL GOLD INC | COM | 512K | 4K | – |
RTX CORPORATION | COM | 573K | 6K | – |
SANMINA CORPORATION | COM | 331K | 5K | – |
SHYFT GROUP INC | COM | 1M | 122K | – |
SIGNET JEWELERS LIMITED | SHS | 448K | 5K | – |
SOUTHWESTERN ENERGY CO | COM | 1M | 150K | – |
SPDR GOLD TR | GOLD SHS | 2M | 12K | – |
SPDR SER TR | BLOOMBERG 1-3 MO | 306K | 3K | – |
SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 3M | 155K | – |
STARBUCKS CORP | COM | 486K | 6K | – |
STRATASYS LTD | SHS | 1M | 123K | – |
STRYKER CORPORATION | COM | 324K | 953 | – |
SYMBOTIC INC | CLASS A COM | 1M | 42K | – |
TARGA RES CORP | COM | 2M | 17K | – |
TAYLOR MORRISON HOME CORP | COM | 388K | 7K | – |
TETRA TECHNOLOGIES INC DEL | COM | 4M | 1M | – |
THE CIGNA GROUP | COM | 276K | 834 | – |
THERMO FISHER SCIENTIFIC INC | COM | 650K | 1K | – |
TRANSOCEAN LTD | REGISTERED SHS | 4M | 787K | – |
URBAN-GRO INC | COM NEW | 140K | 105K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 251K | 4K | – |
VERIZON COMMUNICATIONS INC | COM | 1M | 31K | – |
WARNER BROS DISCOVERY INC | COM SER A | 2M | 244K | – |
WELLS FARGO CO NEW | PERP PFD CNV A | 1M | 1K | – |
WESTROCK COFFEE CO | COM | 601K | 59K | – |
WEYERHAEUSER CO MTN BE | COM NEW | 2M | 59K | – |
WILLIS TOWERS WATSON PLC LTD | SHS | 5M | 20K | – |
WOLVERINE WORLD WIDE INC | COM | 503K | 37K | – |
XEROX HOLDINGS CORP | COM NEW | 429K | 37K | – |
ZETA GLOBAL HOLDINGS CORP | CL A | 4M | 238K | – |