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Firm profile

Maggi Investment Services, LLC

OLDMAR, FLCRD 156856Registration Status: ApprovedEffective since June 22, 2026Latest ADV July 21, 2026

Maggi Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oldmar, FL. Its latest Form ADV filing, dated July 21, 2026, reports $154M in regulatory assets under management, 3 employees, 3 offices, and 515 accounts.

Assets Under Management
$154M
Employees
3
Offices
3 offices
Total Clients
515
Primary office
OLDMAR, FL
3895 TAMPA ROAD, OLDMAR, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOChristopher R. Maggi
CCOChristopher R. Maggi

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 95.3% of total clients.
Top client categories% of clientsClients
1
Individuals
95.3%
491
2
HNWI
4.7%
24

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$154Mas of July 21, 2026
Discretionary100.0%
$154M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$154M
Total Accounts515
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee172:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.