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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MADDEN ADVISORY SERVICES, INC.

CRD 112607

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:616a5a1b-75b5-7ac2-2bf1-29f64b46f3f7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Mar 2, 2012 to May 28, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $292MItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $292M
Private client RAUM: $269MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 846
Individual clients: 209
High net worth clients: 122
SEC number: 801-62774
CIK: 1542284
CRD: 112607
Filings on the tape: 31
First filed: Mar 2, 2012
Latest filed: May 28, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL LOUIS ELLIS	Certified Financial Planner	JACKSONVILLE, FL	7	11	1	no
BRITTANY LANE SALMAN	Certified Financial Planner	JACKSONVILLE, FL	5	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ELLIS, MICHAEL, LOUIS	CEO/CHIEF COMPLIANCE OFFICER/PRESIDENT	E	yes	07/2020	Aug 5, 2020	Apr 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$292M	$292M	5	2	0	n/a	n/a
2024	Mar 5, 2025	$258M	$258M	5	2	0	n/a	n/a
2023	Feb 23, 2024	$223M	$223M	5	2	0	n/a	n/a
2022	Feb 23, 2023	$178M	$178M	5	2	0	n/a	n/a
2021	Mar 16, 2022	$189M	$189M	5	2	0	n/a	n/a
2020	Mar 4, 2021	$159M	$159M	5	2	0	n/a	n/a
2019	Mar 2, 2020	$248M	$248M	6	3	0	n/a	n/a
2018	Mar 5, 2019	$292M	$292M	7	3	0	n/a	n/a
2017	Mar 13, 2018	$292M	$292M	7	4	0	n/a	n/a
2016	Mar 15, 2017	$287M	$287M	7	3	n/a	n/a	n/a
2015	Mar 10, 2016	$363M	$363M	5	3	n/a	n/a	n/a
2014	Mar 9, 2015	$402M	$402M	6	3	n/a	n/a	n/a
2013	Mar 24, 2014	$463M	$463M	8	4	n/a	n/a	n/a
2012	Feb 21, 2013	$204M	$204M	4	3	n/a	n/a	n/a
2011	Mar 2, 2012	$190M	$190M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$292M	$258M	12.8%	$178M	17.9%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SERVICES NETWORK	2	Jun 28, 2019	Jun 14, 2019	JACKSONVILLE, FL	Team lift out	RIA to RIA	100.0%

Relationships

Registered with (8)

← BRITTANY LANE SALMANAdvisorregistration: current employment
Apr 14, 2021 to presentfactForm ADV
← MICHAEL LOUIS ELLISAdvisorregistration: current employment
Jul 12, 2019 to presentfactForm ADV
← CORY MATTHEW SHRADERAdvisorregistration: previous registration
Jul 19, 2019 to Mar 12, 2021factForm ADV
← MICHELLE LYNN BARRONAdvisorregistration: previous registration
Mar 13, 2009 to Jun 28, 2019factForm ADV
← BRIAN M HUGHESAdvisorregistration: previous registration
Mar 24, 2014 to Jun 28, 2019factForm ADV
← John Everette StreetAdvisorregistration: previous registration
Feb 10, 2017 to Mar 24, 2017factForm ADV
← STEVEN HOWARD VAN WIEAdvisorregistration: previous registration
Feb 19, 2004 to Jan 7, 2015factForm ADV
← Monique R HarranAdvisorregistration: previous registration
Feb 17, 2004 to Nov 23, 2009factForm ADV

Controls (1)

← ELLIS, MICHAEL, LOUISOwnerCEO/CHIEF COMPLIANCE OFFICER/PRESIDENT, ownership code E, individual
Aug 5, 2020 to Apr 11, 2024factForm ADV

Moved with (1)

→ ADVISORY SERVICES NETWORKRegistered adviser2 advisors, team lift out, same day
Jun 28, 2019 to Jun 14, 2019factForm ADV

Dated events

Occurred
Aug 5, 2020
Control person left
Goodwin Harry Madden (Ceo/Chief Compliance Officer/President) no longer on Schedule A of Madden Advisory Services, Inc. (listed 2020-06-25, absent 2020-08-05)
Form ADVobserved 5 days ago
Occurred
Aug 5, 2020
Control person joined
Louis Michael Ellis (Ceo/Chief Compliance Officer/President) appeared on Schedule A of Madden Advisory Services, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:616a5a1b-75b5-7ac2-2bf1-29f64b46f3f7
First observed: Mar 2, 2012
Last observed: May 28, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MADDEN ADVISORY SERVICES, INC.

CRD 112607

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:616a5a1b-75b5-7ac2-2bf1-29f64b46f3f7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL LOUIS ELLIS

Certified Financial Planner

JACKSONVILLE, FL

BRITTANY LANE SALMAN

Certified Financial Planner

JACKSONVILLE, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ELLIS, MICHAEL, LOUIS

CEO/CHIEF COMPLIANCE OFFICER/PRESIDENT

yes

07/2020

Aug 5, 2020

Apr 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$292M

n/a

2024

Mar 5, 2025

$258M

n/a

2023

Feb 23, 2024

$223M

n/a

2022

Feb 23, 2023

$178M

n/a

2021

Mar 16, 2022

$189M

n/a

2020

Mar 4, 2021

$159M

n/a

2019

Mar 2, 2020

$248M

n/a

2018

Mar 5, 2019

$292M

n/a

2017

Mar 13, 2018

$292M

n/a

2016

Mar 15, 2017

$287M

n/a

2015

Mar 10, 2016

$363M

n/a

2014

Mar 9, 2015

$402M

n/a

2013

Mar 24, 2014

$463M

n/a

2012

Feb 21, 2013

$204M

n/a

2011

Mar 2, 2012

$190M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$292M

$258M

12.8%

$178M

17.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SERVICES NETWORK

Jun 28, 2019

Jun 14, 2019

JACKSONVILLE, FL

Team lift out

RIA to RIA

100.0%