MADISON INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 1996
Total AUM
$13.8B
Discretionary
$13.8B
100% of AUM
Avg account
$856K
Accounts
16,164
Employees
92
Advisory reps
29

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 an SEC-registered investment adviser formed in 1996 and organized as an LLC. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM and fixed-fee basis. It acts as a capital allocator and provides a mix of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. The firm is not an active ESG investor and lists affiliations that include broker‑dealer relationships and other investment adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

  • MARK HENRICKSON

    Chief Financial OfficerCRD 4667962

  • JILL FRIEDOW

    Chief Technology OfficerCRD 5745793

  • STEVEN FREDRICKS

    Chief Legal Officer & Chief Compliance OfficerCRD 2979708

Contacts

3 of 26

  • NATALIE JOHNSON

    Investment SpecialistCRD 4424324

  • DAVID GEISLER

    Portfolio ManagerCRD 2859297

  • JEFFREY SIMONBAKER

    Vice President, Strategic AccountsCRD 2475762

Unlock 23 more contacts →

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

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