$13.8B Total AUM
$13.8B Disc. AUM
-- 3Y CAGR
92 Employees
16,238 ADV. Clients
29 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- BridgeNorth catalyst +more
- Established Date
- 08-29-1996
- Office Locations
- 6
Office Locations
1500 West Market Street Suite 275 Mequon WI
208 Adelaide Street West Suite 300 Toronto --
550 Science Drive Madison WI
About Madison Investment Advisors, LLC
Madison Investments is an independent, employee-owned active manager with 50+ years building risk-managed, high-conviction portfolios for retail and institutional clients. The firm offers intentionally crafted equity and fixed income strategies (including tax-exempt and covered call) plus multi-asset solutions such as its Mosaic model portfolios, emphasizing disciplined risk control and long-term, consistent outcomes across market cycles.
Team overview
45 AVG AGE
$314.5M AVG AUM / ADVISOR
$852.3K AVG AUM / CLIENT
6.4 yrs AVG TENURE
92 Employees
44 Advisory Reps
23 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Peak Horizon Matrix Harbor vector Insight Ridge Crest Catalyst Signal capital
Custodian
Catalyst value Peak bridge Frontier Crest pioneer
Investment Themes
Element Prime Alpha Vector Delta North zenith Wave bridge
Investment Vehicles
Summit Oak beacon Bridge Foundation
Platform
Ridge Frontier alpha Pathway
Services
Frontier bridge Vertex prime Pathway Insight
Technology
Beacon Catalyst Meridian timber
Owner & Executives
STEVEN ALLAN CARL
Administrative Assistant, CHIEF DISTRIBUTION OFFICER
- CRD
- #2749848
- Ownership
- Less than 5%
(815) 320-8494
matrix.capital@unisoncapital.com
in linkedin.com/in/timber-eagle
R
RICHARD ALLEN EISINGER
PORTFOLIO MANAGER, Principal
- CRD
- --
- Ownership
- Less than 5%
(222) 616-5451
radial.peak@elementcapital.com
in linkedin.com/in/radial-bridge
Q
Quantum foundation
Momentum bridge horizon
- CRD
- #13468
- Ownership
- 36.9%
(628) 541-3840
crest.harbor@pioneercapital.com
in linkedin.com/in/ember-oak
Showing 2 of 8 owners & executives
Unlock allContacts
CHRISTOPHER ANTHONY ALEMAN
Director
- CRD
- #5354977
(824) 696-3997
pioneer.atlas@northcapital.com
in linkedin.com/in/focus-vector
MAYA K BITTAR
Director
- CRD
- #2233709
(944) 254-4959
value.atlas@radialcapital.com
in linkedin.com/in/wave-quantum
F
Focus pioneer
Eagle vital meridian
- CRD
- #21566
(453) 646-9090
element.catalyst@fusioncapital.com
in linkedin.com/in/optima-fusion
Showing 2 of 29 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,839,469,496 | $856,191 |
| Non-Discretionary | $0 | -- |
| Total | $13,839,469,496 | $856,191 |
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Separately Managed Accounts
Total SMA Asset: $13,839,469,496
Equity - Exchange:
10.2% Corporate - Investment Grade:
6.3% U.S. Government/Agency:
26.0% Municipal Bonds:
10.3% Cash:
13.8% Private Funds:
13.8% Public Funds:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $617,111,519 | 10.2% |
| Corporate - Investment Grade | $381,157,115 | 6.3% |
| U.S. Government/Agency | $1,573,029,362 | 26.0% |
| Municipal Bonds | $623,161,632 | 10.3% |
| Cash | $834,915,585 | 13.8% |
| Private Funds | $834,915,585 | 13.8% |
| Public Funds | $1,185,822,134 | 19.6% |
| Total | $6,050,112,932 | 100.0% |
13F Holdings | Q4 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL RADIAL PEAK | BEACON EAGLE | ZANX1B9JV | IXRPR | 10.76% | $96,487,168 |
| DELTA INSIGHT VECTOR | HARBOR CATALYST | VRWXGPQ5G | LAF | 1.30% | $117,908,197 |
| TIMBER BEACON | PEAK EAGLE | TMR69AM74 | ZUF | 4.50% | $55,226,572 |
| EAGLE FOCUS PATHWAY | FRONTIER PIONEER | XHLU0GEUE | BNHKM | 11.95% | $52,033,904 |
| INSIGHT RIDGE | CAPITAL BEACON | BGZGRFZ81 | ULQTO | 0.70% | $61,349,460 |
| FOUNDATION CAPITAL | FOCUS EMBER | LD9YBEBU8 | EGW | 9.31% | $14,329,519 |
| EMBER FRONTIER | EMBER NORTH | WW5YEI2CJ | KRET | 12.44% | $113,894,835 |
| VITAL LEGACY RADIAL | QUANTUM FUSION | JYABIEDBK | NXCJG | 11.49% | $77,355,556 |