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MADDEN ADVISORY SERVICES, INC.

CRD 112607File 801-62774
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$291.7M
Below cohort median (national)
Discretionary AUM
$291.7M
Clients
335
846 accounts
Employees
5
Below cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Mar 5, 2004
Principal office
5200 BELFORT ROAD, SUITE 410, JACKSONVILLE, FL, 32256
Phone
904-296-1127

Assets & accounts

ADV Item 5F
Total regulatory AUM
$291.7M
Discretionary AUM
$291.7M
Non-discretionary AUM
$0
Discretionary accounts
846
Non-discretionary accounts
0
Total accounts
846
AUM per client
$871K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$21.6M
Charitable organizationsFewer than 5$903K
High net worth individuals122$203.9M
Individuals (other than high net worth individuals)209$65.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.