CRD: 112607
Madden Advisory Services, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between May 16, 2025 and May 28, 2026, reported AUM increased 12.8%, from $258.5M to $291.7M.
Across 5 reported observations, AUM increased 54.1% between November 2, 2022 and May 28, 2026, from $189.3M to $291.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 340 clients, or 170 clients per representative. That equates to $857.8K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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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| 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
SMA allocation detail is available
Madden Advisory Services, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Madden Advisory Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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