CRD: 112607
Madden Advisory Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2004
- Office Locations
- 1
Office Locations
About Madden Advisory Services, Inc.
Madden Advisory Services is a Jacksonville, FL RIA providing financial planning and investment management, with planning work spanning estate and retirement needs. The firm builds diversified, risk-managed portfolios using mutual funds and ETFs and works across retail and institutional relationships. Notable for its “Smart Money” radio show/podcast on WOKV 104.5; custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL LOUIS ELLIS JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6425812
- Ownership
- 75% or more
BRITTANY LANE SALMAN
Certified Financial Planner
- CRD
- #5809969
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,665,578 | $344,758 |
| Non-Discretionary | $0 | -- |
| Total | $291,665,578 | $344,758 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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