Edward Hart
Marathon Capital Management · Hunt Valley, Maryland
Edward Hart is a fee-only financial advisor at Marathon Capital Management in Hunt Valley, Maryland. Edward charges a percentage of assets.
Request an introduction to Edward →
Facts
| Firm | Marathon Capital Management |
|---|---|
| Based in | Hunt Valley, Maryland |
| Fee model | Percentage of assets |
| Assets under management | $790.1M across 668 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7217072 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.insidemarathon.com |
How Edward's firm compares
- Marathon Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 668 accounts).
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edward
Is Edward Hart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Marathon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward charges a percentage of assets.
Where is Edward Hart based?
Edward Hart is based in Hunt Valley, Maryland.
Is Edward Hart registered with the SEC?
Yes. Edward Hart is registered as an investment adviser representative in MD (CRD 7217072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marathon Capital Management manage?
Marathon Capital Management reports $790.1M across 668 accounts in assets under management.
How do I contact Edward Hart?
Through Edward's website, www.insidemarathon.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Hunt Valley
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
- Marathon Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.