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| Magnate Advisory Services LLC
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|---|---|
| CRD # | 283056 |
| SEC # | 801-118616 |
| CIK # | |
| AUM | 314.1 M (2026-03-30) |
| Employees | 7 (100% Investors, 71% Brokers) |
| Phone | 502-855-3160 |
| Address | 400 Blankenbaker Parkway Louisville, KY 40243 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,505 | 188.8 |
| (b) Individuals (high net worth individuals) | 67 | 115.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,229 | 314.1 |
| By Discretionary | ||
| Discretionary | 2,225 | 304.2 |
| Non-Discretionary | 4 | 9.9 |
| Total | 2,229 | 314.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.1 | |
| Total | 2,229 | 314.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1,576 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MD | 316.9 M |
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|
Accelerate Investment Advisors LLC
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Marcellus Investment Managers Private Limited
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315.2 M | |
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313.7 M | |
|
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|
NorthStar Financial Planners Inc
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|
Cravens & Company Advisors LLC
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TN | 311.1 M |