Madison Asset Advisors, LLC

Overview

Madison Asset Advisors, LLC is a small, independent Registered Investment Adviser structured as an LLC that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses. The firm runs advisory relationships on a percentage-of-AUM basis and charges hourly fees for planning work, which suggests a mix of ongoing portfolio management and project-based planning engagements. Investment activity centers on liquid, professionally managed public funds—mutual funds and similar vehicles—while selectively allocating to third‑party alternative managers when appropriate. Portfolios appear constructed around broad mutual fund exposure for core positioning, with tactical use of corporate debt for yield and credit exposure. Where clients require diversification beyond public markets, the firm accesses private equity, hedge funds and private placements through external managers rather than sponsoring in‑house funds. Madison Asset Advisors does not identify as an active ESG investor and is not positioned as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices