Madison Investment Advisors, LLC

RIASEC Registered
Total AUM
$13.8B
Discretionary
$13.8B
100% of AUM
Avg account
$856K
Accounts
16,164
Employees
92
Advisory reps
27

Firm details

Headquarters
Madison, Wisconsin
CRD number
110297
Registered since
August 29, 1996
Website
madisoninvestments.com
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals23.71%
  • HNWI22%
  • Charitable Organizations14.86%
  • Insurance Companies14.26%
  • Corporations / Businesses9.75%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Madison Investment Advisors, LLC is a limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC and first registered in 1996. It serves both individual and family clients as well as institutional investors, and describes itself as a capital allocator that places client assets with internal portfolios and third-party managers. Its advisory services include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of other advisers. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Investment Grade Corp Bonds 22%, US Government Bonds 20%, State & Local Bonds 4%, Cash & Cash Equivalents 4%, Private Funds 2%, Public Funds/Mutual Funds 1%47%
  • Exchange Traded Equities47%
  • Investment Grade Corp Bonds22%
  • US Government Bonds20%
  • State & Local Bonds4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 3
  • Jill Friedow

    Jill Friedow

    Chief Technology OfficerCRD 5745793

  • Steven Fredricks

    Steven Fredricks

    Chief Legal Officer & Chief Compliance OfficerCRD 2979708

  • Mark Henrickson

    Mark Henrickson

    Chief Financial OfficerCRD 4667962

Contacts

3 of 24
  • Christopher Aleman

    Christopher Aleman

    Regional DirectorCRD 5354977

  • Thomas Tibbles

    Thomas Tibbles

    Head of International Equity SalesCRD 4357032

  • Christopher Ridberg

    Christopher Ridberg

    Regional DirectorCRD 4423998

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$1.1B in ETFs

Passive

64%

$707M

Active

36%

$406M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 QUALITY ETF (SPHQ)InvescoPassiveLarge Blend$88.6M1,322,1177.96%
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Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
550 Science Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth