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- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2016
- Office Locations
- 3
Office Locations
About Magnate Advisory Services, LLC
Magnate Advisory Services (Magnate Wealth Management) provides evidence-based investment management for individuals and institutions, grounded in academic research and behavioral discipline in global markets. The firm also advises on 401(k) plan design and investment menus for businesses. Portfolios incorporate ETFs, mutual funds, and investment-grade fixed income; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 27, 2025 and March 30, 2026, reported AUM increased 20.4%, from $260.9M to $314.1M.
Across 5 reported observations, AUM increased 90.5% between March 29, 2022 and March 30, 2026, from $164.9M to $314.1M.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 7 advisory representatives and 3,152 clients, or 450.3 clients per representative. That equates to $99.7K in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on March 30, 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
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Magnate Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRENT ALLEN GORTER
SENIOR PARTNER, Wealth Advisor
- CRD
- #4544306
- Ownership
- 50% but less than 75%
JAMES CURRY NICHOLSON JR.
Managing Partner, Wealth Advisor
- CRD
- #5313260
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN STERLING DENHAM
Wealth Advisor
- CRD
- #5389640
BRENTON E DITTO
--
- CRD
- #4779103
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,249,134 | $136,741 |
| Non-Discretionary | $9,882,091 | $2,470,523 |
| Total | $314,131,225 | $140,929 |
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Separately Managed Accounts
SMA allocation detail is available
Magnate Advisory Services, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.