SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Madden Asset Management
Dallas, TX
Madden Securities Corporation, CRD 18389
Firm filing updated June 29, 2026 ·
- $826MAssets
- 162Clients
- 3Advisory staff
- 546Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals77
- High net worth individuals64
- Charities11
- Corporations or other businesses10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 77 | $20.2 million |
| High net worth individuals | 64 | $647.1 million |
| Charitable organizations | 11 | $65.5 million |
| Corporations or other businesses not listed above | 10 | $93.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "INVESTMENT MANAGEMENT CONSULTING"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "INVESTMENT MANAGEMENT CONSULTING"
Assets and accounts
- Regulatory assets$826.0 million
- Accounts546
- Discretionary$730.6 million · 516 accounts
- Non-discretionary$95.5 million · 30 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Madden Securities Corporation SEC-registered investment advisor. CRD 18389, SEC file 801-63277.
- Registered with the SEC as an investment advisor (status date on record: June 24, 2004).
Is Madden Asset Management a fiduciary?
Short answer: Madden Asset Management is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.