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MAGNUS FINANCIAL GROUP LLC
CRD 289423File 801-111093
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.33B
Top 25% of cohort (national)
Discretionary AUM
$2.19B
Non-discretionary $132.5M
Clients
1,158
4,782 accounts
Employees
24
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 4, 2017
- Principal office
- 90 PARK AVENUE, SUITE 1800, NEW YORK, NY, 10016
- Phone
- 800-339-1367
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.33B
- Discretionary AUM
- $2.19B
- Non-discretionary AUM
- $132.5M
- Discretionary accounts
- 4,401
- Non-discretionary accounts
- 381
- Total accounts
- 4,782
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 44 | $144.7M |
| Charitable organizations | Fewer than 5 | $14.6M |
| High net worth individuals | 375 | $1.78B |
| Individuals (other than high net worth individuals) | 739 | $383.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11E2
- Q11E4
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.