KING OF PRUSSIA, PACRD 164039Latest ADV March 30, 2026
Maguire Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in King Of Prussia, PA. Its latest Form ADV filing, dated March 30, 2026, reports $253M in regulatory assets under management, 4 employees, and 342 accounts.
Assets Under Management
$253M
Employees
4
Offices
--
Total Clients
151
Primary office
KING OF PRUSSIA, PA
840 FIRST AVENUE, SUITE 350, KING OF PRUSSIA, PA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.3% of total clients.
Top client categories% of clientsClients
1
Individuals
48.3%
73
2
HNWI
37.7%
57
3
Pension Plans
5.3%
8
4
Corporations
5.3%
8
5
Charitable
3.3%
5
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 30, 2026
Discretionary89.1%
$226M
89% of total RAUM89.1%
Non-discretionary10.9%
$28M
11% of total RAUM10.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$253M
Total Accounts342
10Y AUM Change+$101M (+66.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee38:1
10Y Employee Change+1 (+33.3%)
* 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.