Navigating Your Financial Future with Confidence

Investment Management Services for Individual Investors and Families

Welcome to Marathon Capital Management

Marathon Capital Management is a registered investment advisory firm dedicated to helping individuals and families navigate their financial future with confidence. Since 1998, we’ve provided customized investment strategies focused on long-term growth, income, and financial security.

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Our Services

marathon capital management team

Our Team

investment philosophy

Our Philosophy

Our Services

Marathon Capital Management offers a holistic approach to wealth services, ensuring that investment strategies align with your broader financial goals

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Investment Management

We use diverse strategies focused on equities and bonds in managed accounts to shape solutions for effective portfolio management

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Financial Planning

We work together to create personalized, goals-based financial plans that effectively address your unique needs and aspirations.

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Estate Planning & Risk Management

We can collaborate with your existing team to customize your estate planning or risk management strategy, or we can provide references to help you find the right people.

About Marathon

Founded in 1998, Marathon Capital Management is an employee-owned firm offering professional investment management services to individuals and small institutions. We customize investment programs within a disciplined framework that considers risk tolerance, capital preservation, and long-term growth. Our management includes equity and fixed-income solutions with strategies like Growth & Income, Income, Concentrated Growth, All Cap, and ETFs.

maryland capital management team

Hear From Our Clients

“I am an Attorney and CPA licensed in Maryland and have worked with Angus Burton for over 10 years. While his investment performance is strong, what truly sets him apart is his hands-on approach and deep commitment to his clients. Angus treats them like family, offering support beyond asset management. His clients trust him implicitly, and it’s clear that his care is genuinely reciprocated.”

–  John

“Angus Burton has managed my family’s assets for 42 years with a personalized, evolving investment approach. Since joining Marathon in 2006, I’ve trusted them with both personal and business assets. Their experienced team provides the advice and support investors need in ever-changing times.”

–  Walter

“My family has worked with Marathon Capital Management for over 20 years, and they’ve treated us like their own from the start. What began with my parents has now transitioned to me, and I’m proud to carry forward that trust.

Marathon’s team truly cares, prioritizing our family’s values and long-term goals, not just financial growth. They’ve made the wealth transition seamless, always taking the time to understand my needs and provide thoughtful guidance. I never feel like just another client—they make it clear that we’re family.”

–  Stacy

Testimonials were provided by current clients as of February 2025. Clients were not compensated for the testimonials.

Frequently Asked Questions

Feature Marathon Capital (RIA) Large Brokerage Firms
Standard of Care Fiduciary — client-first Suitability — firm/product driven
Advice Model Independent, conflict-free May be tied to in-house products
Service Model Personal, relationship-driven Often more transactional
Investment Philosophy Long-term, customized Often model-drive, product-based
Financial Planning Integrated & ongoing Variable depth and delivery
Fee Structure Transparent AUM fee Mix of fees, commissions, internal incentives
Firm Culture Boutique, responsive, fiduciary Sales-driven, bureaucratic

Marathon Capital Management charges for its services based on a percentage of assets under management (AUM).

Marathon Capital’s investment philosophy is built on thoughtful security selection, long-term discipline, and personalized portfolio management — all aimed at helping clients grow and preserve wealth in alignment with their goals.

We recommend regular meetings, typically at least once a year, but we are flexible based on your needs. We encourage open communication and are always available for consultations whenever you have questions or significant life changes.
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