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MADISON FINANCIAL ADVISORS, LTD, CRD 111728
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DEMPSEY, SALLY, HUMPHREY | MEMBER AND DIRECTOR OF OPERATIONS | A | yes | 01/2019 | Feb 4, 2019 | Oct 30, 2023 |
| HACK, JOSEPH, CLIFFORD | Member | A | yes | 12/2009 | Apr 2, 2012 | Oct 30, 2023 |
| HENNING, ALAN, RICHARD | Manager | B | yes | 01/2005 | Apr 2, 2012 | Oct 30, 2023 |
| KURESMAN, EDWARD, REID | MANAGER AND CHIEF INVESTMENT OFFICER | B | yes | 12/2009 | Apr 2, 2012 | Oct 30, 2023 |
| MCDERMOTT, JAMES, ROBERT | Manager | C | yes | 08/2000 | Apr 2, 2012 | Oct 30, 2023 |
| MEEKS, BRADLEY, ANDREW | Member | Na | yes | 01/2020 | Mar 30, 2020 | Oct 30, 2023 |
| WOODARD, KEVIN, SEAN | CHIEF COMPLIANCE OFFICER | Na | no | 03/2015 | Mar 30, 2015 | Oct 30, 2023 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Leesburg | Va | United States | 3 | no |
| Bethesda | Md | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 28, 2023 | $1.1B | $1.1B | 29 | 12 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.3B | $1.3B | 29 | 12 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.0B | $1.0B | 27 | 14 | 2 | n/a | n/a |
| 2019 | Mar 30, 2020 | $898M | $898M | 24 | 13 | 2 | n/a | n/a |
| 2018 | Mar 29, 2019 | $792M | $792M | 20 | 12 | 2 | n/a | n/a |
| 2017 | Mar 29, 2018 | $538M | $511M | 12 | 8 | 2 | n/a | n/a |
| 2016 | Mar 28, 2017 | $466M | $450M | 10 | 7 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $422M | $406M | 11 | 9 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $442M | $424M | 14 | 10 | n/a | n/a | n/a |
| 2013 | Mar 10, 2014 | $408M | $400M | 14 | 8 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $350M | $338M | 11 | 6 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $310M | $296M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $1.1B | $1.3B | -13.1% | $898M | 7.8% | 29 | 29 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 9 | Jan 29, 2024 | Mar 6, 2024 | CINCINNATI, OH | Firm absorbed | RIA to RIA | 75.0% |
| MAI CAPITAL MANAGEMENT, LLC | 3 | Jan 29, 2024 | Feb 19, 2024 | LEESBURG, VA | Team lift out | RIA to RIA | 25.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| GREYSTONE INVESTMENT MANAGEMENT, LLC | 2 | Jan 7, 2019 | Jan 17, 2019 | CINCINNATI, OH | Team lift out | RIA to RIA | 100.0% |