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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2017
- Office Locations
- 3
Office Locations
About Magnus Financial Group LLC
Magnus Financial Group LLC is an independent, SEC-registered RIA headquartered in New York City providing customized wealth management and financial planning, including intergenerational planning, for a diverse client base with a focus on high-net-worth individuals. Portfolios incorporate public funds and ETFs, with client assets held at qualified custodians such as Charles Schwab.
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Custodian
Investment Themes
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Owner & Executives
DAVID H. HARRISON
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
MICHAEL SCOTT SCHWARTZ
Chief Executive Officer, Wealth Management Advisor
- CRD
- #2968694
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jake Dean Blum
Vice President
- CRD
- #5935093
WILLIAM JOSEPH BOWDEN
Managing Director
- CRD
- #2472457
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,193,623,525 | $498,438 |
| Non-Discretionary | $132,488,711 | $347,739 |
| Total | $2,326,112,236 | $486,431 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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