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MAGUIRE INVESTMENTS LLC
CRD 164039File 801-76579
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$253.2M
Below cohort median (national)
Discretionary AUM
$225.5M
Non-discretionary $27.7M
Clients
151
342 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 27, 2012
- Principal office
- 840 FIRST AVENUE, SUITE 350, KING OF PRUSSIA, PA, 19406
- Phone
- 610-572-2705
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $253.2M
- Discretionary AUM
- $225.5M
- Non-discretionary AUM
- $27.7M
- Discretionary accounts
- 336
- Non-discretionary accounts
- 6
- Total accounts
- 342
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $687K |
| Charitable organizations | 5 | $16.6M |
| Other investment advisers | Fewer than 5 | $9.4M |
| High net worth individuals | 57 | $205.1M |
| Pension and profit sharing plans | 8 | $7.5M |
| Individuals (other than high net worth individuals) | 73 | $13.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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 | Clients | 128 | 151 | increased by23 |
| Apr 1, 2026 | AUM | $269,002,821 | $253,198,476 | decreased by$15,804,345 |
| Apr 1, 2026 | Accounts | 318 | 342 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 103 | 128 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $253,431,686 | $269,002,821 | increased by$15,571,135 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 267 | 318 | increased by51 |
| Apr 1, 2022 | Clients | 88 | 103 | increased by15 |
| Apr 1, 2022 | AUM | $206,007,901 | $253,431,686 | increased by$47,423,785 |
| Apr 1, 2022 | Accounts | 242 | 267 | increased by25 |
| 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 “MAGUIRE INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAGUIRE INVESTMENTS” 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.