# Madison Global Advisors LLC

> Madison Global Advisors LLC is an SEC-registered investment advisory firm in Hauppauge, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 288894
- Filed as: MADISON GLOBAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hauppauge, NY
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288894
- AdvisorCensus page: https://advisorcensus.com/firm/madison-global-advisors-llc-hauppauge-ny-288894

## Quick answers

**How is Madison Global Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Madison Global Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Madison Global Advisors LLC charge?**
Its Form ADV Part 2A brochure dated April 21, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Madison Global Advisors LLC located?**
Madison Global Advisors LLC's principal office is in Hauppauge, NY, according to its Form ADV.

**Is Madison Global Advisors LLC registered with the SEC or a state?**
Madison Global Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288894.

**How much does Madison Global Advisors LLC manage?**
Madison Global Advisors LLC reports $71,400,000 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (57% discretionary).

**How have Madison Global Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Madison Global Advisors LLC: Regulatory assets under management: $43,000,000 in the October 2022 data and $71,400,000 in the October 2026 data, up 66%. Total employees: 5 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Madison Global Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (25); pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Madison Global Advisors LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288894

**What changed in Madison Global Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 5 to 8. Regulatory assets under management went from $80,400,000 to $71,400,000 (-11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 21, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> The negotiable annual fee is based upon a percentage (%) of the total market value and type of assets placed under management, generally between 1.00% and 2.00%

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

### Regulatory assets under management (Item 5.F)
- Total: $71,400,000
- Discretionary: $40,400,000
- Non-discretionary: $31,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $35,000,000 |
| High net worth individuals | 25 | $31,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $5,400,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288894

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $43,000,000 | 5 | September 21, 2022 |
| October 2023 | $47,040,000 | 5 | August 18, 2023 |
| October 2024 | $55,400,000 | 5 | March 29, 2024 |
| October 2025 | $80,400,000 | 5 | July 29, 2025 |
| October 2026 | $71,400,000 | 8 | April 21, 2026 |

Regulatory assets under management: $43,000,000 in the October 2022 data and $71,400,000 in the October 2026 data, up 66%.
Total employees: 5 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 5 to 8.
- Regulatory assets under management went from $80,400,000 to $71,400,000 (-11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Madison Global Advisors LLC (CRD 288894): Form ADV filing data as of October 2026.