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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MADDEN ASSET MANAGEMENT

MADDEN SECURITIES CORPORATION, CRD 18389

DALLAS, TX

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:bca6b87a-64d0-5251-4dd8-c028259f2e68

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Mar 29, 2012 to Jun 29, 2026
28 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=0.81 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $826MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $731M
Private client RAUM: $667MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $275Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 546
Individual clients: 77
High net worth clients: 64
Custody, client assets: $190M
SEC number: 801-63277
CIK: 180356
CRD: 18389
Filings on the tape: 28
First filed: Mar 29, 2012
Latest filed: Jun 29, 2026
Organised: Corporation, TX

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
JOHN LESLIE JACKSON	n/a	DALLAS, TX	23	38	1	no
Caleb Tucker Madden	n/a	DALLAS, TX	1	11	n/a	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
MADDEN, LESLIE, C.	Secretary	C	yes	06/2015	Jun 11, 2015	Jun 4, 2024
MADDEN, RODNEY, TUCKER	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	06/2015	Jun 11, 2015	Jun 4, 2024
MADDEN, WILLIAM, BOYKIN	Chairman	Na	yes	08/1986	Mar 29, 2012	Jun 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CUMBERLAND HILL CAPITAL MANAGEMENT LLC	n/a	Asset manager	$18.1M	N	no	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jun 4, 2024	$784M	$731M	3	3	0	n/a	n/a
2023	May 26, 2023	$727M	$695M	3	3	0	n/a	n/a
2022	Jun 17, 2022	$672M	$638M	3	3	0	n/a	n/a
2021	Jun 21, 2021	$665M	$332M	5	3	0	n/a	n/a
2020	Jun 18, 2020	$578M	$270M	6	3	0	n/a	n/a
2019	Jun 18, 2019	$637M	$316M	5	4	0	n/a	n/a
2018	Jun 27, 2018	$625M	$348M	6	5	0	n/a	n/a
2017	Jun 13, 2017	$500M	$314M	7	6	n/a	n/a	n/a
2016	Jun 16, 2016	$455M	$252M	8	8	n/a	n/a	n/a
2015	Jun 11, 2015	$473M	$262M	9	6	n/a	n/a	n/a
2014	Jun 3, 2014	$305M	$261M	9	6	n/a	n/a	n/a
2013	Jun 18, 2013	$269M	$224M	9	6	n/a	n/a	n/a
2012	Jun 28, 2012	$278M	$189M	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
2024	$826M	$727M	13.6%	$665M	7.5%	3	3	0	0

Relationships

Affiliated with (2)

→ CUMBERLAND HILL CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV
← CUMBERLAND HILL CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← Caleb Tucker MaddenAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← JOHN LESLIE JACKSONAdvisorregistration: current employment
Dec 16, 2002 to presentfactForm ADV
← RODNEY TUCKER MADDENAdvisorregistration: current employment
May 31, 2002 to presentfactForm ADV
← Eric AlanizAdvisorregistration: previous registration
Jan 4, 2018 to Jan 28, 2022factForm ADV
← KEITH BRYAN OHNMEISAdvisorregistration: previous registration
Nov 5, 2002 to Jul 15, 2009factForm ADV

Controls (3)

← MADDEN, WILLIAM, BOYKINOwnerCHAIRMAN, ownership code NA, individual
Mar 29, 2012 to Jun 4, 2024factForm ADV
← MADDEN, RODNEY, TUCKEROwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 11, 2015 to Jun 4, 2024factForm ADV
← MADDEN, LESLIE, C.OwnerSECRETARY, ownership code C, individual
Jun 11, 2015 to Jun 4, 2024factForm ADV

Dated events

Occurred
Jun 17, 2022
Control person left
Eric Lorenzo Alaniz (Chief Compliance Officer) no longer on Schedule A of Madden Asset Management (listed 2021-06-21, absent 2022-06-17)
Form ADVobserved 4 days ago
Occurred
Jan 28, 2022
Advisor changed firm
Eric Alaniz left Madden Asset Management for First National Advisers, Llc (registered 2022-02-15)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bca6b87a-64d0-5251-4dd8-c028259f2e68
First observed: Mar 29, 2012
Last observed: Jun 29, 2026 2 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 ASSET MANAGEMENT

MADDEN SECURITIES CORPORATION, CRD 18389

DALLAS, TX

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:bca6b87a-64d0-5251-4dd8-c028259f2e68

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN LESLIE JACKSON

n/a

DALLAS, TX

Caleb Tucker Madden

n/a

DALLAS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MADDEN, LESLIE, C.

Secretary

yes

06/2015

Jun 11, 2015

Jun 4, 2024

MADDEN, RODNEY, TUCKER

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

06/2015

Jun 11, 2015

Jun 4, 2024

MADDEN, WILLIAM, BOYKIN

Chairman

yes

08/1986

Mar 29, 2012

Jun 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CUMBERLAND HILL CAPITAL MANAGEMENT LLC

n/a

Asset manager

$18.1M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jun 4, 2024

$784M

$731M

n/a

2023

May 26, 2023

$727M

$695M

n/a

2022

Jun 17, 2022

$672M

$638M

n/a

2021

Jun 21, 2021

$665M

$332M

n/a

2020

Jun 18, 2020

$578M

$270M

n/a

2019

Jun 18, 2019

$637M

$316M

n/a

2018

Jun 27, 2018

$625M

$348M

n/a

2017

Jun 13, 2017

$500M

$314M

n/a

2016

Jun 16, 2016

$455M

$252M

n/a

2015

Jun 11, 2015

$473M

$262M

n/a

2014

Jun 3, 2014

$305M

$261M

n/a

2013

Jun 18, 2013

$269M

$224M

n/a

2012

Jun 28, 2012

$278M

$189M

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

2024

$826M

$727M

13.6%

$665M

7.5%