MAGNUS FINANCIAL GROUP LLC
CRD #289423 SEC #801-111093 NEW YORK, NY 800-339-1367
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
23
Clients
--
Accounts
4,313
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| BARBER, THOMAS, KELLY | I | CHIEF MARKETING OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRISON, DAVID, H. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| SHUCKEROW, MICHAEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| SORSAIA, LOUIS, V. | I | CHIEF OPERATING OFFICER | NA | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
| MAGNUS FINANCIAL HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| MAGNUS FINANCIAL LLC | DE | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SCHWARTZ, MICHAEL, SCOTT | I | MAGNUS FINANCIAL LLC | E | Control |
| SHUCKEROW, MICHAEL, JOSEPH | I | MAGNUS FINANCIAL HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (26)
AZ CA CO CT DC FL GA IL IN LA MA MD NC NH NJ NY OH OR PA SC TN TX UT VA WA WI
Address
90 PARK AVENUESUITE 1800
NEW YORK, NY 10016
United States
Phone: 800-339-1367