Madden Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated June 23, 2025, reports $794M in regulatory assets under management, 2 employees, and 502 accounts.
Assets Under Management
$794M
Employees
2
Offices
--
Total Clients
147
Primary office
DALLAS, TX
8333 DOUGLAS AVENUE, SUITE 1625, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.6% of total clients.
Top client categories% of clientsClients
1
Individuals
45.6%
67
2
HNWI
41.5%
61
3
Charitable
7.5%
11
4
Corporations
5.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$794Mas of June 23, 2025
Discretionary88.1%
$699M
88% of total RAUM88.1%
Non-discretionary11.9%
$95M
12% of total RAUM11.9%
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.
Latest AUM$794M
Total Accounts502
10Y AUM Change+$339M (+74.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change-6 (-75.0%)
* 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.