# Charles Brown IV

> Charles Brown IV is a fee-only financial advisor at Marathon Financial Group in Boston, Massachusetts. Marathon Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-brown-iv/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Marathon Financial Group
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $307.8M across 656 accounts
- **CRD:** 5773928 (https://adviserinfo.sec.gov/individual/summary/5773928)
- **SEC registration:** Investment adviser representative in MA, NY, RI, TX
- **Exams passed:** Series 63 (2010), Series 65 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.meetmarathon.com

## Frequently asked questions

### Is Charles Brown IV a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Marathon Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Marathon Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charles Brown IV based?

Charles Brown IV is based in Boston, Massachusetts.

### Is Charles Brown IV registered with the SEC?

Yes. Charles Brown IV is registered as an investment adviser representative in MA, NY, RI and TX (CRD 5773928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marathon Financial Group manage?

Marathon Financial Group reports $307.8M across 656 accounts in assets under management.

### How do I contact Charles Brown IV?

Through Charles's website, www.meetmarathon.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5773928): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.