{
  "crd_number": 164039,
  "slug": "maguire-investments-llc-king-of-prussia-pa-164039",
  "primary_business_name": "MAGUIRE INVESTMENTS LLC",
  "legal_name": "MAGUIRE INVESTMENTS LLC",
  "dbas": [],
  "city": "King of Prussia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-04-27",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 253198476.0,
  "raum_discretionary": 225533380.0,
  "raum_non_discretionary": 27665096.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16602410.0,
      "count": 5
    },
    "individuals": {
      "raum": 13928254.0,
      "count": 73
    },
    "pension_profit_sharing": {
      "raum": 7458488.0,
      "count": 8
    },
    "other_investment_advisers": {
      "raum": 9381962.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 205140366.0,
      "count": 57
    },
    "corporations_other_businesses": {
      "raum": 686996.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164039",
  "city_as_filed": "KING OF PRUSSIA",
  "url": "https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039",
  "display_name": "Maguire Investments LLC",
  "summary": "Maguire Investments LLC is an SEC-registered investment advisory firm in King of Prussia, PA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Maguire Investments LLC (CRD 164039): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Maguire Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maguire Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Maguire Investments LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Maguire Investments LLC located?",
      "a": "Maguire Investments LLC's principal office is in King of Prussia, PA, according to its Form ADV."
    },
    {
      "q": "Is Maguire Investments LLC registered with the SEC or a state?",
      "a": "Maguire Investments LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164039."
    },
    {
      "q": "How much does Maguire Investments LLC manage?",
      "a": "Maguire Investments LLC reports $253,198,476 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary)."
    },
    {
      "q": "How have Maguire Investments LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Maguire Investments LLC: Regulatory assets under management: $206,007,901 in the October 2021 data and $253,198,476 in the October 2026 data, up 23%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Maguire Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (57); pension and profit sharing plans (but not the plan participants or government pension plans) (8)."
    },
    {
      "q": "Which custodians does Maguire Investments LLC use?",
      "a": "Maguire Investments LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fifth Third Bancorp as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Maguire Investments LLC report any disciplinary disclosures?",
      "a": "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/164039"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 206007901.0,
      "total_employees": 4,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 253431686.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 220273209.0,
      "total_employees": 4,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 240738148.0,
      "total_employees": 4,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 269002821.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 253198476.0,
      "total_employees": 4,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Maguire Investments charges fees based on the size or value of the account. The standard fee is 1.00% on the value of the account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Maguire Investments charges fees based on the size or value of the account. The standard fee is 1.00% on the value of the account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fifth Third Bancorp",
      "name_as_filed": "FIFTH THIRD BANCORP",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 13928254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 205140366.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 7458488.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16602410.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 9381962.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 686996.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164039",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}