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MADISON ADVISORY SERVICES, INC.
CRD 132386File 801-106492
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 16 | increased by2 |
| Apr 1, 2026 | Clients | 1,012 | 1,102 | increased by90 |
| Apr 1, 2026 | AUM | $428,867,970 | $509,747,075 | increased by$80,879,105 |
| Apr 1, 2026 | Accounts | 2,210 | 2,229 | increased by19 |
| Jan 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 18 | 15 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 975 | 1,012 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $378,025,083 | $428,867,970 | increased by$50,842,887 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,076 | 2,210 | increased by134 |
| Apr 1, 2022 | Clients | 871 | 975 | increased by104 |
| Apr 1, 2022 | AUM | $274,866,038 | $378,025,083 | increased by$103,159,045 |
| Apr 1, 2022 | Accounts | 2,346 | 2,076 | decreased by270 |
| Oct 1, 2021 | Employees | 17 | 18 | increased by1 |
| Sep 1, 2021 | Employees | 18 | 17 | decreased by1 |
| 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 ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADISON ADVISORY” 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.