RIA Intel›Advisers›Wisconsin›MADISON ASSET MANAGEMENT, LLC

MADISON ASSET MANAGEMENT, LLC

Institutional

N·MADISON, WI

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM

$4.9B

1-Year AUM Growth

+15.4%

3-Year CAGR

-1.5%

Employees

44

Assets Under Management

Total AUM$4.9B

Discretionary AUM$4.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees44

Investment Advisers92

Employee Growth (1Y)-2.3%

Filing History

Total Filings on Record60

First FilingMar 30, 2004

Latest FilingMar 20, 2026

🔒 Full AUM trend chart and 60 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MADISON ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.