$1.3B Total AUM
$1.3B Disc. AUM
40.0% 3Y CAGR
17 Employees
2,077 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- CrestValue glacier +more
- Established Date
- 03-04-2020
- Office Locations
- 25
Office Locations
109 South ST Waunakee WI
1133 Quail Court Suite 115 Pewaukee WI
1502 W Broadway Suite 301 Madison WI
About Madison Partners
Madison Partners is a fee-only fiduciary advisory firm offering secure virtual meetings nationwide and a collaborative, team-based approach. The firm provides financial planning, wealth guidance, and portfolio construction, with allocations spanning public funds and ETFs and select alternative investments when appropriate. Custody commonly through Schwab or Fidelity; recognized as Investment News Best of Madison (2021–2024).
Team overview
41 AVG AGE
$76.7M AVG AUM / ADVISOR
$627.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
17 Employees
17 Advisory Reps
17 RIA Reps
6yrs Firm Age
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Asset Classes
Harbor north Ember Beacon pathway Meridian vertex Delta Radial
Client Personas
Harbor pioneer Beacon oak
Custodian
Optima vector Unison Vertex matrix Quantum vertex
Investment Themes
Bridge oak Element Delta Capital Horizon eagle
Investment Vehicles
Insight atlas Atlas
Platform
Momentum horizon Frontier
Services
Quantum vector Meridian timber Crest fusion Oak value Timber ember Catalyst Peak Vertex foundation Unison Focus Ember harbor
Technology
Summit wave Catalyst Element Prime horizon Meridian legacy
Owner & Executives
Shane Daniel Kieler
Co-Chief Executive Officer, Wealth Advisor
- CRD
- #5667045
- Ownership
- 50% but less than 75%
(931) 788-6272
peak.signal@primecapital.com
in linkedin.com/in/signal-radial
Mark Peter McFarland
Co-Chief Executive Officer
- CRD
- #5484760
- Ownership
- 50% but less than 75%
(641) 695-6179
vertex.focus@alphacapital.com
in linkedin.com/in/atlas-unison
V
Vital peak
Harbor focus
- CRD
- #56342
- Ownership
- 2.1%
(904) 382-9174
optima.pioneer@pathwaycapital.com
in linkedin.com/in/bridge-delta
Showing 2 of 3 owners & executives
Unlock allContacts
B
Brian Joseph Anania
--
- CRD
- #6796301
(879) 903-8028
crest.quantum@vertexcapital.com
in linkedin.com/in/matrix-capital
R
ROSEMARY BARNES
Wealth Advisor
- CRD
- #1483445
(892) 782-8442
catalyst.focus@quantumcapital.com
in linkedin.com/in/capital-glacier
P
Peak momentum
Matrix summit north
- CRD
- #64558
(325) 430-2625
value.quantum@harborcapital.com
in linkedin.com/in/prime-prime
Showing 2 of 38 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,275,902,119 | $206,123 |
| Non-Discretionary | $27,207,910 | $1,182,953 |
| Total | $1,303,110,029 | $209,739 |
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Separately Managed Accounts
Total SMA Asset: $1,303,110,029
Public Funds:
20.5% Equity - Exchange:
9.2% Other:
19.8% Private Funds:
40.8% Cash:
9.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $221,719,617 | 20.5% |
| Equity - Exchange | $99,503,438 | 9.2% |
| Other | $214,148,703 | 19.8% |
| Private Funds | $441,276,116 | 40.8% |
| Cash | $104,911,233 | 9.7% |
| Total | $1,081,559,107 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION ALPHA | SIGNAL CAPITAL | 06S3PHUSO | NTJIV | 8.50% | $75,740,604 |
| RIDGE TIMBER | FOUNDATION NORTH | VYN4W1KM1 | RWMBJ | 5.21% | $117,809,081 |
| VITAL OPTIMA MOMENTUM | VITAL RADIAL | 6OY9MVTRE | CVU | 10.28% | $48,688,699 |
| HORIZON VALUE | EAGLE MATRIX | Q8TYU9VUY | PBPE | 2.15% | $2,379,099 |
| ATLAS LEGACY | OAK HARBOR | HHWEMIC0O | PBVM | 10.87% | $20,341,645 |
| SUMMIT GLACIER | TIMBER GLACIER | 7CL1BBV7W | KZQ | 11.92% | $66,196,402 |
| MATRIX OPTIMA MATRIX | OAK OPTIMA | X9Y7AENMA | SHPCN | 4.13% | $114,230,252 |
| INSIGHT FUSION HORIZON | QUANTUM SIGNAL | IL9JU574Z | QUHZ | 2.32% | $23,123,584 |