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MADISON ASSET MANAGEMENT
Legal name: MADISON ASSET MANAGEMENT, LLC
CRD 130874File 801-62992
APPROVED
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.86B
Top 25% of cohort (national)
Discretionary AUM
$4.86B
Clients
36
36 accounts
Employees
92
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 27, 2004
- Principal office
- 550 SCIENCE DRIVE, MADISON, WI, 53711
- Phone
- 800-767-0300
- Website
- https://madisonfunds.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.86B
- Discretionary AUM
- $4.86B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36
- Non-discretionary accounts
- 0
- Total accounts
- 36
- AUM per client
- $135.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 31 | $4.84B |
| Banking or thrift institutions | Fewer than 5 | $6.5M |
| Pension and profit sharing plans | Fewer than 5 | $13.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 94 | 92 | decreased by2 |
| Apr 1, 2026 | Clients | 44 | 36 | decreased by8 |
| Apr 1, 2026 | AUM | $5,176,717,599 | $4,862,471,814 | decreased by$314,245,785 |
| Apr 1, 2026 | Accounts | 44 | 36 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 95 | 94 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,239 | 44 | decreased by1,195 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,413,292,510 | $5,176,717,599 | decreased by$236,574,911 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,239 | 44 | decreased by1,195 |
| Apr 1, 2022 | Employees | 91 | 95 | increased by4 |
| Apr 1, 2022 | Clients | 1,996 | 1,239 | decreased by757 |
| Apr 1, 2022 | AUM | $5,314,374,742 | $5,413,292,510 | increased by$98,917,768 |
| Apr 1, 2022 | Accounts | 1,996 | 1,239 | decreased by757 |
| Jul 1, 2021 | Employees | 82 | 91 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MADISON ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADISON ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.