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MADRONE INVESTMENT ADVISORY, LLC
CRD 149549File 801-121355
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$254.3M
Below cohort median (national)
Discretionary AUM
$10.9M
Non-discretionary $243.4M
Clients
118
375 accounts
Employees
1
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 1, 2021
- Principal office
- 1101 5TH AVE, SUITE 310, SAN RAFAEL, CA, 94901
- Phone
- 415-785-4585
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.3M
- Discretionary AUM
- $10.9M
- Non-discretionary AUM
- $243.4M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 371
- Total accounts
- 375
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Charitable organizations | Fewer than 5 | $666K |
| High net worth individuals | 59 | $203.5M |
| Pension and profit sharing plans | Fewer than 5 | $10.3M |
| Individuals (other than high net worth individuals) | 52 | $37.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
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 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.