MADISON AVENUE SECURITIES, LLC
CRD #23224 SEC #801-69919 SAN DIEGO, CA 888-627-7323
SEC Registered Broker-Dealer Disclosures
Total AUM
$2B
Discretionary
$1.2B
Employees
93
Clients
51
Accounts
14,100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Oct 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Oct 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Sep 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| May 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Apr 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Apr 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Mar 2025 | $2B | $1.2B | $851.6M | 93 | 22 |
| Jan 2025 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Oct 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Oct 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Oct 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Oct 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Aug 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Jul 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Jul 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Feb 2024 | $1.8B | $1.2B | $664.6M | 102 | 187 |
| Aug 2023 | $1.6B | $930.7M | $690M | 99 | 244 |
| Jul 2023 | $1.6B | $930.7M | $690M | 99 | 244 |
| May 2023 | $1.6B | $930.7M | $690M | 99 | 244 |
| Mar 2023 | $1.6B | $930.7M | $690M | 99 | 244 |
| Jun 2022 | $1.8B | $857.2M | $908.6M | 96 | 155 |
| Mar 2022 | $1.8B | $857.2M | $908.6M | 96 | 155 |
| Mar 2021 | $1.4B | $814.3M | $541.1M | 93 | 217 |
| Mar 2021 | $1.4B | $814.3M | $541.1M | 93 | 217 |
| Jul 2020 | $1B | $400M | $605M | 85 | 242 |
| Jun 2020 | $1B | $400M | $605M | 85 | 242 |
| Mar 2020 | $1B | $400M | $605M | 85 | 242 |
| Oct 2019 | $894.1M | $388.7M | $505.3M | 100 | 160 |
| Mar 2019 | $894.1M | $388.7M | $505.3M | 100 | 160 |
| Sep 2018 | $784.7M | $243.7M | $541M | 106 | 169 |
| Feb 2018 | $784.7M | $243.7M | $541M | 106 | 169 |
| Feb 2018 | $784.7M | $243.7M | $541M | 106 | 169 |
| Feb 2018 | $784.7M | $243.7M | $541M | 106 | 169 |
| Sep 2017 | $485M | $143.8M | $341.2M | 111 | 4,300 |
| Mar 2017 | $485M | $143.8M | $341.2M | 111 | 4,300 |
| Jan 2017 | $485M | $143.8M | $341.2M | 111 | 4,300 |
| Jan 2017 | $329.6M | $75.4M | $254.2M | 106 | 3,600 |
| Jan 2017 | $329.6M | $75.4M | $254.2M | 106 | 3,600 |
| Aug 2016 | $329.6M | $75.4M | $254.2M | 106 | 3,600 |
| Feb 2016 | $329.6M | $75.4M | $254.2M | 106 | 3,600 |
| Aug 2015 | $330.6M | $59.5M | $271M | 102 | 3,600 |
| Jul 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| May 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Apr 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Apr 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Mar 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Mar 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Mar 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Feb 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Jan 2015 | $314M | $8.5M | $305.5M | 102 | 3,600 |
| Aug 2014 | $313M | $0 | $313M | 89 | 3,900 |
| Jun 2014 | $313M | $0 | $313M | 89 | 3,900 |
| Mar 2014 | $313M | $0 | $313M | 89 | 3,900 |
| Feb 2014 | $313M | $0 | $313M | 89 | 3,900 |
| Jan 2014 | $313M | $0 | $313M | 89 | 3,900 |
| Jan 2014 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jul 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jul 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jul 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Mar 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jan 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jan 2013 | $242.7M | $0 | $242.7M | 102 | 3,100 |
| Jan 2013 | $252M | $0 | $252M | 145 | 3,200 |
| Nov 2012 | $252M | $0 | $252M | 145 | 3,200 |
| May 2012 | $252M | $0 | $252M | 51 | 3,200 |
| Apr 2012 | $252M | $0 | $252M | 51 | 3,200 |
| Mar 2012 | $252M | $0 | $252M | 51 | 3,200 |
| Jun 2011 | $243M | $0 | $243M | 51 | -- |
| Jun 2011 | $243M | $0 | $243M | 51 | -- |
| Mar 2011 | $243M | $0 | $243M | 51 | -- |
| Jan 2011 | $243M | $0 | $243M | 51 | -- |
| Nov 2010 | $111.1M | $0 | $111.1M | 51 | -- |
| Mar 2010 | $111.1M | $0 | $111.1M | 51 | -- |
| Jun 2009 | $40M | $0 | $40M | 51 | -- |
| Feb 2009 | $40M | $0 | $40M | 51 | -- |
DateOct 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateOct 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateOct 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateSep 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateMay 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateApr 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateApr 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateMar 2025
Total AUM$2B
Discretionary$1.2B
Non-Disc.$851.6M
Employees93
Clients22
DateJan 2025
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateOct 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateOct 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateOct 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateOct 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateAug 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateJul 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateJul 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateFeb 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$664.6M
Employees102
Clients187
DateAug 2023
Total AUM$1.6B
Discretionary$930.7M
Non-Disc.$690M
Employees99
Clients244
DateJul 2023
Total AUM$1.6B
Discretionary$930.7M
Non-Disc.$690M
Employees99
Clients244
DateMay 2023
Total AUM$1.6B
Discretionary$930.7M
Non-Disc.$690M
Employees99
Clients244
DateMar 2023
Total AUM$1.6B
Discretionary$930.7M
Non-Disc.$690M
Employees99
Clients244
DateJun 2022
Total AUM$1.8B
Discretionary$857.2M
Non-Disc.$908.6M
Employees96
Clients155
DateMar 2022
Total AUM$1.8B
Discretionary$857.2M
Non-Disc.$908.6M
Employees96
Clients155
DateMar 2021
Total AUM$1.4B
Discretionary$814.3M
Non-Disc.$541.1M
Employees93
Clients217
DateMar 2021
Total AUM$1.4B
Discretionary$814.3M
Non-Disc.$541.1M
Employees93
Clients217
DateJul 2020
Total AUM$1B
Discretionary$400M
Non-Disc.$605M
Employees85
Clients242
DateJun 2020
Total AUM$1B
Discretionary$400M
Non-Disc.$605M
Employees85
Clients242
DateMar 2020
Total AUM$1B
Discretionary$400M
Non-Disc.$605M
Employees85
Clients242
DateOct 2019
Total AUM$894.1M
Discretionary$388.7M
Non-Disc.$505.3M
Employees100
Clients160
DateMar 2019
Total AUM$894.1M
Discretionary$388.7M
Non-Disc.$505.3M
Employees100
Clients160
DateSep 2018
Total AUM$784.7M
Discretionary$243.7M
Non-Disc.$541M
Employees106
Clients169
DateFeb 2018
Total AUM$784.7M
Discretionary$243.7M
Non-Disc.$541M
Employees106
Clients169
DateFeb 2018
Total AUM$784.7M
Discretionary$243.7M
Non-Disc.$541M
Employees106
Clients169
DateFeb 2018
Total AUM$784.7M
Discretionary$243.7M
Non-Disc.$541M
Employees106
Clients169
DateSep 2017
Total AUM$485M
Discretionary$143.8M
Non-Disc.$341.2M
Employees111
Clients4,300
DateMar 2017
Total AUM$485M
Discretionary$143.8M
Non-Disc.$341.2M
Employees111
Clients4,300
DateJan 2017
Total AUM$485M
Discretionary$143.8M
Non-Disc.$341.2M
Employees111
Clients4,300
DateJan 2017
Total AUM$329.6M
Discretionary$75.4M
Non-Disc.$254.2M
Employees106
Clients3,600
DateJan 2017
Total AUM$329.6M
Discretionary$75.4M
Non-Disc.$254.2M
Employees106
Clients3,600
DateAug 2016
Total AUM$329.6M
Discretionary$75.4M
Non-Disc.$254.2M
Employees106
Clients3,600
DateFeb 2016
Total AUM$329.6M
Discretionary$75.4M
Non-Disc.$254.2M
Employees106
Clients3,600
DateAug 2015
Total AUM$330.6M
Discretionary$59.5M
Non-Disc.$271M
Employees102
Clients3,600
DateJul 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateMay 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateApr 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateApr 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateMar 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateMar 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateMar 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateFeb 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateJan 2015
Total AUM$314M
Discretionary$8.5M
Non-Disc.$305.5M
Employees102
Clients3,600
DateAug 2014
Total AUM$313M
Discretionary$0
Non-Disc.$313M
Employees89
Clients3,900
DateJun 2014
Total AUM$313M
Discretionary$0
Non-Disc.$313M
Employees89
Clients3,900
DateMar 2014
Total AUM$313M
Discretionary$0
Non-Disc.$313M
Employees89
Clients3,900
DateFeb 2014
Total AUM$313M
Discretionary$0
Non-Disc.$313M
Employees89
Clients3,900
DateJan 2014
Total AUM$313M
Discretionary$0
Non-Disc.$313M
Employees89
Clients3,900
DateJan 2014
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJul 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJul 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJul 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateMar 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJan 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJan 2013
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees102
Clients3,100
DateJan 2013
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees145
Clients3,200
DateNov 2012
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees145
Clients3,200
DateMay 2012
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees51
Clients3,200
DateApr 2012
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees51
Clients3,200
DateMar 2012
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees51
Clients3,200
DateJun 2011
Total AUM$243M
Discretionary$0
Non-Disc.$243M
Employees51
Clients--
DateJun 2011
Total AUM$243M
Discretionary$0
Non-Disc.$243M
Employees51
Clients--
DateMar 2011
Total AUM$243M
Discretionary$0
Non-Disc.$243M
Employees51
Clients--
DateJan 2011
Total AUM$243M
Discretionary$0
Non-Disc.$243M
Employees51
Clients--
DateNov 2010
Total AUM$111.1M
Discretionary$0
Non-Disc.$111.1M
Employees51
Clients--
DateMar 2010
Total AUM$111.1M
Discretionary$0
Non-Disc.$111.1M
Employees51
Clients--
DateJun 2009
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees51
Clients--
DateFeb 2009
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees51
Clients--