RIA Intel›Advisers›California›MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

Advisory

N·SAN DIEGO, CA

Data as of May 6, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+11.8%

3-Year CAGR

+4.8%

Employees

81

Assets Under Management

Total AUM$2.0B

Discretionary AUM$1.6B

Non-Discretionary AUM$431M

Discretionary %78.7%

Total Clients14,528

Team

Total Employees81

Investment Advisers125

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record82

First FilingJan 27, 2009

Latest FilingMay 6, 2026

🔒 Full AUM trend chart and 82 historical filings spanning 17+ 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 AVENUE SECURITIES, LLC

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