# Madden Advisory Services, Inc.

> Madden Advisory Services, Inc. is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 112607
- Filed as: MADDEN ADVISORY SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112607
- AdvisorCensus page: https://advisorcensus.com/firm/madden-advisory-services-inc-jacksonville-fl-112607

## Quick answers

**How is Madden Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Madden Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Madden Advisory Services, Inc. charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $200 an hour (hourly consulting where no plan is presented). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Madden Advisory Services, Inc. located?**
Madden Advisory Services, Inc.'s principal office is in Jacksonville, FL, according to its Form ADV.

**Is Madden Advisory Services, Inc. registered with the SEC or a state?**
Madden Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 112607.

**How much does Madden Advisory Services, Inc. manage?**
Madden Advisory Services, Inc. reports $291,665,578 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Madden Advisory Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Madden Advisory Services, Inc.: Regulatory assets under management: $159,163,230 in the October 2021 data and $291,665,578 in the October 2026 data, up 83%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Madden Advisory Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (122); corporations or other businesses not listed above (3).

**Which custodians does Madden Advisory Services, Inc. use?**
Madden Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Madden Advisory Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112607

**What changed in Madden Advisory Services, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $200 an hour (hourly consulting where no plan is presented)

> For hourly consulting where no plan is presented, a non-negotiable hourly fee of $200 is typically payable upon completion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $291,665,578
- Discretionary: $291,665,578
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $65,240,573 |
| High net worth individuals | 122 | $203,918,931 |
| Charitable organizations | 1 | $902,961 |
| Corporations or other businesses not listed above | 3 | $21,603,113 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maddenadvisory.com
- Facebook @MADDENADVISORY
- LinkedIn @MADDEN-ADVISORY-SERVICES-INC-
- X @MADDENADVISORY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,163,230 | 5 | August 11, 2021 |
| October 2022 | $189,314,214 | 5 | April 29, 2022 |
| October 2023 | $177,946,625 | 5 | August 8, 2023 |
| October 2024 | $223,425,646 | 5 | April 11, 2024 |
| October 2025 | $258,473,238 | 5 | May 16, 2025 |
| October 2026 | $291,665,578 | 5 | May 28, 2026 |

Regulatory assets under management: $159,163,230 in the October 2021 data and $291,665,578 in the October 2026 data, up 83%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in TN.

### April 2026
- Regulatory assets under management went from $258,473,238 to $291,665,578 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Madden Advisory Services, Inc. (CRD 112607): Form ADV filing data as of October 2026.