← Directory
MADISON GLOBAL ADVISORS LLC
CRD 288894File 801-125976
APPROVED
Retail clients
Disclosure events
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$71.4M
Bottom 25% of cohort (national)
Discretionary AUM
$40.4M
Non-discretionary $31.0M
Clients
233
233 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 19, 2022
- Principal office
- 350 MOTOR PARKWAY, SUITE 205, HAUPPAUGE, NY, 11788
- Phone
- 631-240-4155
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $71.4M
- Discretionary AUM
- $40.4M
- Non-discretionary AUM
- $31.0M
- Discretionary accounts
- 101
- Non-discretionary accounts
- 132
- Total accounts
- 233
- AUM per client
- $306K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 25 | $31.0M |
| Pooled investment vehicles | 4 | $5.4M |
| Individuals (other than high net worth individuals) | 204 | $35.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — INTEREST SHARING ON CREDIT BALANCES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11D5
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.