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Madrid Retirement Advisors
Filed as MADRID RETIREMENT ADVISORS · Legal name Madrid Financial Services, Inc.
Madrid Retirement Advisors is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.
Quick answers
From the filingHow is Madrid Retirement Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Madrid Retirement Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Madrid Retirement Advisors located?
Madrid Retirement Advisors' principal office is in Manhattan Beach, CA, according to its Form ADV.
Is Madrid Retirement Advisors registered with the SEC or a state?
Madrid Retirement Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 172464.
How much does Madrid Retirement Advisors manage?
Madrid Retirement Advisors reports $184,242,890 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (98% discretionary).
What types of clients does Madrid Retirement Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (244).
Which custodians does Madrid Retirement Advisors use?
Madrid Retirement Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Madrid Retirement Advisors 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/172464
Does Madrid Retirement Advisors state an account minimum?
Its Form ADV Part 2A brochure dated February 23, 2026 says: "A minimum account value of $100,000 is generally required. In certain instances, the Adviser will permit a lower minimum account size."
What changed in Madrid Retirement Advisors' recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $100,000
The brochure's wording
A minimum account value of $100,000 is generally required. In certain instances, the Adviser will permit a lower minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated February 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$184,242,890 as of October 2026, filing dated February 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Madrid Financial Services, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Madrid Retirement Advisors (CRD 172464): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464