Kim Magana
Marathon Capital Management · Huntington Beach, California
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.
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Facts
| Firm | Marathon Capital Management |
|---|---|
| Based in | Huntington Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $70M across 125 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4847656 |
| Exams passed | Series 63 (2004) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marathoncm.com |
How Kim's firm compares
- Marathon Capital Management's average account is about $560,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Kim
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.
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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