Data / Investment advisers / Kentucky / Magnate Advisory Services, LLC
Magnate Advisory Services, LLC, Louisville, KY: $314 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Magnate Advisory Services, LLC is an SEC registered investment adviser with its main office in Louisville, Kentucky and reports $314 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Magnate Advisory Services, LLC (CRD number 283056): 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
- 283056
- SEC file number
- 801-118616
- SEC status
- Approved, effective April 29, 2020
- Main office
- 400 Blankenbaker Parkway Suite 100, Louisville, KY 40243
- Phone
- (502) 855-3160
- Website
- magnatewealth.com
- Regulatory AUM
- $314,131,225 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $304,249,134
- Non discretionary AUM
- $9,882,091
- Accounts
- 2,229
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,505 | $188.8 million |
| High net worth individuals | 67 | $115.5 million |
| Pension and profit sharing plans | 4 | $9.9 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 |
|---|---|---|
| April 1, 2026 | $314.1 million | March 30, 2026 |
| December 1, 2025 | $260.9 million | March 27, 2025 |
Other advisers in Louisville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pillar Financial Advisors, LLC | Louisville | $357.9 million | Not listed | adviserinfo.sec.gov |
| Access Wealth Management, LLC | Louisville | $357.7 million | Not listed | adviserinfo.sec.gov |
| J. Hagan Capital, Inc. | Louisville | $341.8 million | Not listed | adviserinfo.sec.gov |
| Centerline Wealth Advisors, LLC | Louisville | $326 million | Not listed | adviserinfo.sec.gov |
| Family Wealth Planning Partners | Louisville | $317.4 million | Not listed | adviserinfo.sec.gov |
| Ricketts Financial, LLC | Louisville | $314 million | Not listed | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | $260.5 million | 4 | adviserinfo.sec.gov |
| Wealthmd Corporation | Louisville | $250.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisville, KY
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Magnate Advisory Services, LLC 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.