Charles Brown IV
Marathon Financial Group · Boston, Massachusetts
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.
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Facts
| Firm | Marathon Financial Group |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $307.8M across 656 accounts |
| SEC registration | Investment adviser representative in MA, NY, RI, TX · CRD 5773928 |
| Exams passed | Series 63 (2010) · Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.meetmarathon.com |
How Charles's firm compares
- Marathon Financial Group's average account is about $469,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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