# Kim Magana

> Kim Magana is a fee-only financial advisor at Marathon Capital Management in Huntington Beach, California. Marathon Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Marathon Capital Management
- **Based in:** Huntington Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $70M across 125 accounts
- **CRD:** 4847656 (https://adviserinfo.sec.gov/individual/summary/4847656)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2004), Series 65 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.marathoncm.com

## Frequently asked questions

### Is Kim Magana a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kim 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 Kim charge for financial advice?

Kim's firm, Marathon Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kim Magana based?

Kim Magana is based in Huntington Beach, California.

### Is Kim Magana registered with the SEC?

Yes. Kim Magana is registered as an investment adviser representative in CA and TX (CRD 4847656), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marathon Capital Management manage?

Marathon Capital Management reports $70M across 125 accounts in assets under management.

### How do I contact Kim Magana?

Through Kim's website, www.marathoncm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4847656): 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.