CRD: 110297
Madison Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-29-1996
- Office Locations
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 20, 2026, reported AUM increased 3.7%, from $13.3B to $13.8B.
Across 5 reported observations, AUM decreased 28.8% between June 10, 2022 and March 20, 2026, from $19.4B to $13.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 44 advisory representatives and 16,238 clients, or 369 clients per representative. That equates to $852.3K in reported AUM per client.
The profile lists 5 reported office locations and 30 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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- Services
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Owner & Executives
STEVEN ALLAN CARL
Administrative Assistant, CHIEF DISTRIBUTION OFFICER
- CRD
- #2749848
- Ownership
- Less than 5%
RICHARD ALLEN EISINGER
PORTFOLIO MANAGER, Principal
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CHRISTOPHER ANTHONY ALEMAN
Director
- CRD
- #5354977
STUART PAUL DYBDAHL
Associate
- CRD
- #6073827
Showing 2 of 27 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Madison Investment Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2024
Review the latest reported holdings
Madison Investment Advisors, LLC's 13F holdings detail is available for Q4 2024, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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