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MAGUIRE INVESTMENTS LLC
CRD 164039File 801-76579
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.

