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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 Oct 1, 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
- Website
- https://magnusfinancial.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 24 | increased by1 |
| Apr 1, 2026 | Clients | 1,086 | 1,158 | increased by72 |
| Apr 1, 2026 | AUM | $1,945,865,246 | $2,326,112,236 | increased by$380,246,990 |
| Apr 1, 2026 | Accounts | 4,313 | 4,782 | increased by469 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 23 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 707 | 1,086 | increased by379 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,129,782,370 | $1,945,865,246 | increased by$816,082,876 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,552 | 4,313 | increased by1,761 |
| Apr 1, 2022 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2022 | Clients | 674 | 707 | increased by33 |
| Apr 1, 2022 | AUM | $1,819,790,600 | $1,129,782,370 | decreased by$690,008,230 |
| Apr 1, 2022 | Accounts | 2,322 | 2,552 | increased by230 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MAGNUS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MAGNUS FINANCIAL” 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.