Magnus Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.3B in regulatory assets under management, 24 employees, and 4,782 accounts.
Assets Under Management
$2.3B
Employees
24
Offices
--
Total Clients
1,158
Primary office
NEW YORK, NY
90 PARK AVENUE, SUITE 1800, NEW YORK, NY, United States
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
739
2
HNWI
32.4%
375
3
Corporations
3.8%
44
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 31, 2026
Discretionary94.3%
$2.2B
94% of total RAUM94.3%
Non-discretionary5.7%
$132M
6% of total RAUM5.7%
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$2.3B
Total Accounts4,782
10Y AUM Change+$2.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee48:1
10Y Employee Change+16 (+200.0%)
* 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.