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MADDEN ASSET MANAGEMENT
Legal name: MADDEN SECURITIES CORPORATION
CRD 18389File 801-63277
APPROVED
Retail clients
Custody
Filing as of Jun 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$826.0M
Above cohort median (national)
Discretionary AUM
$730.6M
Non-discretionary $95.5M
Clients
162
546 accounts
Employees
3
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 24, 2004
- Principal office
- 8333 DOUGLAS AVENUE, SUITE 1625, DALLAS, TX, 75225
- Phone
- 214-855-5335
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $826.0M
- Discretionary AUM
- $730.6M
- Non-discretionary AUM
- $95.5M
- Discretionary accounts
- 516
- Non-discretionary accounts
- 30
- Total accounts
- 546
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $93.2M |
| Charitable organizations | 11 | $65.5M |
| High net worth individuals | 64 | $647.1M |
| Individuals (other than high net worth individuals) | 77 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 2 | 3 | increased by1 |
| Jul 1, 2026 | Clients | 147 | 162 | increased by15 |
| Jul 1, 2026 | AUM | $793,767,400 | $826,014,901 | increased by$32,247,501 |
| Jul 1, 2026 | Accounts | 502 | 546 | increased by44 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 2 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 136 | 147 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $783,516,535 | $793,767,400 | increased by$10,250,865 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 458 | 502 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 122 | 136 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $671,638,547 | $783,516,535 | increased by$111,877,988 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 407 | 458 | increased by51 |
| Jul 1, 2022 | Employees | 5 | 3 | decreased by2 |
| Jul 1, 2022 | Clients | 156 | 122 | decreased by34 |
| Jul 1, 2022 | AUM | $665,066,704 | $671,638,547 | increased by$6,571,843 |
| Jul 1, 2022 | Accounts | 385 | 407 | increased by22 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MADDEN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADDEN ASSET” 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.