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Madrid Retirement Advisors

Madrid Retirement Advisors. CRD 172464

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CRD: 172464

Madrid Retirement Advisors

Manhattan Beach, CA, 90266
7144652537
www.madridretirementadvisors.com
$184.2M Total AUM
$181.5M Disc. AUM
-- 3Y CAGR
2 Employees
734 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail
Platforms
Fusion
Established Date
02-12-2015
Office Locations
1

Office Locations

111 N. Sepulveda Blvd. Suite 250 Manhattan Beach CA

About Madrid Retirement Advisors

Madrid Retirement Advisors is a Manhattan Beach, CA financial planning and wealth management firm focused on tailored, goal-based strategies to help individuals and families build, protect, and preserve assets over time. Led by CFP professional Randy Madrid, the team provides personalized advice and ongoing investment management, with portfolios that skew heavily to ETFs and relationships across platforms such as LPL Financial and Charles Schwab.

Team overview

-- AVG AGE
$92.1M AVG AUM / ADVISOR
$251.0K AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Vertex beacon Delta oak Matrix

Custodian

Element Pioneer oak Catalyst Meridian

Investment Themes

Timber focus Timber frontier Radial radial

Investment Vehicles

Atlas Harbor Radial oak

Services

Quantum Radial beacon Pathway zenith Capital pathway Pioneer Eagle zenith Pioneer Bridge Glacier Legacy glacier

Technology

Delta summit

Owner & Executives

JERRY R MADRID

JERRY R MADRID

Chief Compliance Officer, Chief Executive Officer

CRD
#4617455
Ownership
75% or more
(275) 424-9237
eagle.value@primecapital.com
in linkedin.com/in/delta-momentum

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Contacts

D

DIEGO HERNAN PARRA-CORTEZ

--

CRD
#6731753
(415) 438-4611
pathway.signal@valuecapital.com
in linkedin.com/in/wave-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-23-2026
Category Assets AVG. Account size
Discretionary $181,465,261 $371,855
Non-Discretionary $2,777,629 $1,388,815
Total $184,242,890 $376,006

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Separately Managed Accounts

Total SMA Asset: $184,242,890

$184.2M Total SMA
Equity - Exchange:
60.3%
Corporate - Investment Grade:
39.7%
Asset class Assets Assets %
Equity - Exchange $4,667,397,914 60.3%
Corporate - Investment Grade $3,072,897,134 39.7%
Total $7,740,295,048 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VALUE DELTA UNISON CATALYST FUSION SSOMB03WV AVBEB 3.79% $6,711,306
FUSION CREST EMBER MATRIX RADIAL F4K9WEMQT WVIZ 11.61% $100,537,578
VALUE PEAK CAPITAL PATHWAY VECTOR TWEDSQ6QC RLUZP 2.31% $49,689,731
NORTH FOCUS UNISON LEGACY MERIDIAN AJL75AEPN UQS 2.70% $111,483,567
NORTH INSIGHT DELTA VITAL MOMENTUM RS94BKM74 AAN 2.18% $72,180,511
RADIAL NORTH BRIDGE VITAL CREST 8VATAK0OG NWBIW 5.19% $20,515,352
ZENITH ALPHA VECTOR BEACON G25MJRQO3 CIPOB 5.49% $110,712,864
VITAL WAVE EMBER FUSION RIDGE QTZGUWPZP NVQ 6.89% $5,614,042

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