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MADISON ADVISORY SERVICES, INC.
CRD 132386File 801-106492
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$509.7M
Above cohort median (national)
Discretionary AUM
$509.7M
Clients
1,102
2,229 accounts
Employees
16
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 10, 2015
- Principal office
- 10 NEW KING ST, SUITE 104, WHITE PLAINS, NY, 10604
- Phone
- 914-328-8558
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $509.7M
- Discretionary AUM
- $509.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,229
- Non-discretionary accounts
- 0
- Total accounts
- 2,229
- AUM per client
- $463K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.6M |
| High net worth individuals | 203 | $265.6M |
| Pension and profit sharing plans | 18 | $2.3M |
| Individuals (other than high net worth individuals) | 877 | $239.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.