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About
Darren Crume is Principal and Managing Member at Marathon Capital Management, where he leads the firm’s financial planning and client portfolio management services. Based in Costa Mesa, California, his responsibilities include comprehensive advisory services encompassing tax planning, insurance planning, retirement planning, and estate planning for a diverse client base.
Crume has built a strong career in investment management and financial strategy, with previous advisory roles at ClaraPHI Network, South Coast Investment Advisors, and wealth management experience at Ultra Financial Partners. He holds a Bachelor of Science in Business with emphasis in Management and Marketing from San Diego State University.
With expertise spanning personal finance, advanced tax strategy, and holistic wealth management, Crume’s focus includes both traditional investment portfolios and integrated financial solutions tailored to high-net-worth individuals. He also maintains a real estate broker’s license (not actively used) and serves as a principal adviser with Granite Capital Wealth Management LLC, underscoring his broad experience across investment and advisory sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Marathon Capital Management | Principal | Jan 2019 to Present | — |
| Ultra Financial Partners | Wealth Manager and Advanced Tax Strategist | Jul 2015 to Present | Investment Advisory Services offered through Claraphi Advisory Network LLC, an SEC Registered Investment Adviser |
| Independent Financial Group, LLC | Registered Representative | Jul 2015 to Present | South Coast Investment Advisors, LLC operates as an office of supervisory jurisdiction (OSJ) of Independent Financial Group (IFG). As a Partner with South Coast, I clear all securities related activit... |
| SOUTH COAST INVESTMENT ADVISORS, LLC | Financial Advisor | Jul 2015 to Oct 2018 | Darren Crume is a financial advisor with South Coast Investment Advisors. He earned his bachelor’s degree in Business with a minor in Business Psychology from San Diego State University. Before ente... |
Education
San Diego State University-California State University
Bachelors, Business, Management, Marketing
1999 — 2004
Skills & Expertise
Others at Marathon Capital Management (1)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager and Partner | Baltimore, MD , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Investment Analyst | Tufton Capital Management | Kingsville, MD , United States |
 | Senior Portfolio Manager | Tufton Capital Management | Washington, DC , United States |
