# Maxwell Investment Advisory Services

> Maxwell Investment Advisory Services is a state-registered investment advisory firm in Troy, MI, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 104922
- Filed as: MAXWELL INVESTMENT ADVISORY SERVICES
- Legal name: Maxwell Advisory Services Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Troy, MI
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104922
- AdvisorCensus page: https://advisorcensus.com/firm/maxwell-investment-advisory-services-troy-mi-104922

## Quick answers

**How is Maxwell Investment Advisory Services compensated?**
On its Form ADV (Item 5.E, October 2026), Maxwell Investment Advisory Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Maxwell Investment Advisory Services located?**
Maxwell Investment Advisory Services' principal office is in Troy, MI, according to its Form ADV.

**Is Maxwell Investment Advisory Services registered with the SEC or a state?**
Maxwell Investment Advisory Services is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 104922.

**How much does Maxwell Investment Advisory Services manage?**
Maxwell Investment Advisory Services reports $9,249,519 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Maxwell Investment Advisory Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (5).

**Does Maxwell Investment Advisory Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104922

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,249,519
- Discretionary: $9,249,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,287,492 |
| High net worth individuals | 5 | $4,962,027 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| 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 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maxwell Investment Advisory Services (CRD 104922): Form ADV filing data as of October 2026.