Madison Capital Markets LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 332196
- Registered since
- April 30, 2025
Firm profile
FINTRXOverview
Madison Capital Markets LLC is organized as a limited liability company and is recorded by FINTRX as SEC-registered in 2025. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as unclassified in FINTRX's taxonomy. It is not identified as a capital allocator, does not self-report active ESG investing activity, and is not flagged as a multi-state adviser. FINTRX also marks it as not a pension consultant and not related to a separate adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12
Masoud Koshan
Director of ProductCRD 5180203

Amanda Teeple
Managing DirectorCRD 4928064

Lee Anne Bastidas
Executive VPCRD 2745329
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 26 Corporate Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Triton Pacific Capital, LLC
Broker-DealerNewport Beach, CA
Compak Securities, Inc.
Broker-DealerNewport Beach, CA
Icon Capital Group, LLC
Broker-DealerNewport Beach, CA
Pacific Select Distributors, LLC
Broker-DealerNewport Beach, CA
Port Securities, Inc.
Broker-DealerNewport Beach, CA
KBS Capital Markets Group LLC
Broker-DealerNewport Beach, CA