Madison Avenue Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.0B in regulatory assets under management, 125 employees, 56 offices, and 14,099 accounts.
Assets Under Management
$2.0B
Employees
125
Offices
56 offices
Total Clients
14,099
Primary office
SAN DIEGO, CA
13500 EVENING CREEK DR. N, #555, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
13,536
2
HNWI
3.9%
548
3
Charitable
0.1%
10
Additional categories (<0.1%)
Pension Plans5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 31, 2026
Discretionary78.7%
$1.6B
79% of total RAUM78.7%
Non-discretionary21.3%
$431M
21% of total RAUM21.3%
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$2.0B
Total Accounts14,099
10Y AUM Change+$1.5B (+316.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees125
Clients per Employee113:1
10Y Employee Change+14 (+12.6%)
* 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.