Magnate Advisory Services, LLC
Magnate Advisory Services, LLC is an SEC-registered mass-market adviser in Louisville, KY with $314.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Magnate Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283056, SEC 801-118616, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $314.1M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Louisville, KY
- Employees
- 7
- Clients
- 1,576
- CRD
- 283056
- Ownership
- GORTER, BRENT, ALLEN; NICHOLSON, JAMES, CURRY
How much AUM does Magnate Advisory Services, LLC have?
Magnate Advisory Services, LLC reported $314.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Magnate Advisory Services, LLC?
Disclosed owners and executives of Magnate Advisory Services, LLC include GORTER, BRENT, ALLEN, NICHOLSON, JAMES, CURRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.