Data / Investment advisers / Texas / Madden Asset Management
Madden Asset Management, Dallas, TX: $826 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Madden Asset Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $826 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Madden Asset Management (CRD number 18389): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 18389
- SEC file number
- 801-63277
- SEC status
- Approved, effective June 24, 2004
- Legal name
- Madden Securities Corporation
- Main office
- 8333 Douglas Avenue Suite 1625, Dallas, TX 75225
- Phone
- (214) 855-5335
- Regulatory AUM
- $826,014,901 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $730,557,823
- Non discretionary AUM
- $95,457,078
- Accounts
- 546
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $647.1 million |
| Corporations or other businesses | 10 | $93.2 million |
| Charitable organizations | 11 | $65.5 million |
| Individuals (other than high net worth individuals) | 77 | $20.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $826 million | June 29, 2026 |
| December 1, 2025 | $793.8 million | June 23, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Probity Advisors, Inc. | Dallas | $859.4 million | Not listed | adviserinfo.sec.gov |
| Grey Rock Management Partners IV, LLC | Dallas | $856.7 million | 9 | adviserinfo.sec.gov |
| CPMG, Inc. | Dallas | $855.8 million | 26 | adviserinfo.sec.gov |
| Apeiron | Dallas | $852 million | Not listed | adviserinfo.sec.gov |
| Adams Asset Advisors LLC | Dallas | $839.4 million | Not listed | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | $823.4 million | Not listed | adviserinfo.sec.gov |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 1 | adviserinfo.sec.gov |
| Paratus Financial, Inc. | Dallas | $757.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Madden Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.