Madison Global Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hauppauge, NY. Its latest Form ADV filing, dated April 21, 2026, reports $71M in regulatory assets under management, 8 employees, and 233 accounts.
Assets Under Management
$71M
Employees
8
Offices
--
Total Clients
233
Primary office
HAUPPAUGE, NY
350 MOTOR PARKWAY, SUITE 205, HAUPPAUGE, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
204
2
HNWI
10.7%
25
3
Pooled Investment Vehicles
1.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$71Mas of April 21, 2026
Discretionary56.6%
$40M
57% of total RAUM56.6%
Non-discretionary43.4%
$31M
43% of total RAUM43.4%
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$71M
Total Accounts233
10Y AUM Change+$28M (+66.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee29:1
10Y Employee Change+3 (+60.0%)
* 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.