Patrick Jones
Marathon Capital Management · Hunt Valley, Maryland
Patrick Jones is a fee-only financial advisor at Marathon Capital Management in Hunt Valley, Maryland. Patrick charges a percentage of assets.
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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 4232684 |
| Exams passed | Series 63 (2001) · Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.insidemarathon.com |
| Profile |
How Patrick's firm compares
- Marathon Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 668 accounts).
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Questions about Patrick
Is Patrick Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?
Patrick charges a percentage of assets.
Where is Patrick Jones based?
Patrick Jones is based in Hunt Valley, Maryland.
Is Patrick Jones registered with the SEC?
Yes. Patrick Jones is registered as an investment adviser representative in MD (CRD 4232684), 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 Patrick Jones?
Through Patrick'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.
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