Managing Member · Marathon Financial Group
Charles G Brown IV
CRD 5773928 · Named on Form ADV at one SEC-registered adviser
At a glance
Marathon Financial Group, an SEC-registered wealth manager based in Boston, MA with $308 million in regulatory assets, lists Charles G Brown IV on its Form ADV as Managing Member, a control person.
Firms and roles
- Marathon Financial GroupManaging MemberWealth manager · Boston, MA · $308M in regulatory assets
AtlasMembers
Charles’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan P. YeagerChief Compliance Officer & Chief Operating Officer, Marathon Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.