Magnate Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 30, 2026, reports $314M in regulatory assets under management, 7 employees, 3 offices, and 2,229 accounts.
Assets Under Management
$314M
Employees
7
Offices
3 offices
Total Clients
1,576
Primary office
LOUISVILLE, KY
400 BLANKENBAKER PARKWAY, SUITE 100, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 95.5% of total clients.
Top client categories% of clientsClients
1
Individuals
95.5%
1,505
2
HNWI
4.3%
67
3
Pension Plans
0.3%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of March 30, 2026
Discretionary96.9%
$304M
97% of total RAUM96.9%
Non-discretionary3.1%
$10M
3% of total RAUM3.1%
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$314M
Total Accounts2,229
10Y AUM Change+$197M (+168.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee225:1
10Y Employee Change-4 (-36.4%)
* 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.