MADISON AVENUE SECURITIES, LLC

CRD 23224File 801-69919

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.02B

Top 25% of cohort (national)

Discretionary AUM

$1.59B

Non-discretionary $430.5M

Clients

14,099

14,099 accounts

Employees

125

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 24, 2009
Principal office: 13500 EVENING CREEK DR. N, #555, SAN DIEGO, CA, 92128
Phone: 888-627-7323
Website: HTTPS://WWW.MAS-BD.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.02B
Discretionary AUM: $1.59B
Non-discretionary AUM: $430.5M
Discretionary accounts: 11,158
Non-discretionary accounts: 2,941
Total accounts: 14,099
AUM per client: $143K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$2.1M
High net worth individuals	548	$272.5M
Pension and profit sharing plans	5	$4.5M
Individuals (other than high net worth individuals)	13,536	$1.74B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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 11

Q11
Q11A2
Q11C2
Q11C4
Q11C5
Q11D1
Q11D2
Q11D4
Q11E1
Q11E2

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.