Madison Advisory Services, Inc.
- Regulatory AUM
- $510M
- Discretionary
- $510M
- Clients
- 1,102
- Avg AUM / client
- $463K
- Accounts
- 2,229
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 877 | $239M | 46.9% |
| High net worth individuals | 203 | $266M | 52.1% |
| Pension and profit sharing plans | 18 | $2.3M | 0.46% |
| Charitable organizations | 4 | $2.6M | 0.51% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Robert Schwartz | President, Chief Compliance Officer | Jun 2004 (22y) | ≈ 37.5% – 75% via Madison Family Holdings Llc | |
| Dean Eric Mcbeth | Chief Financial Officer | Jan 2005 (22y) | Less than 5% | |
| Andrew Joseph Federico | Chief Investment Officer | CFP CFA | May 2005 (21y) | ≈ 18.75% – 50% via Madison Family Holdings Llc |
| Benjamin David Schwartz | Chief Operating Officer | Sep 2018 (8y) | ≈ 18.75% – 50% via Madison Family Holdings Llc | |
| Andrew Michael Schwartz | Member | Jan 2021 (6y) | ≈ 18.75% – 50% via Madison Family Holdings Llc | |
| Rochelle Brand Odesser | Registered representative | CFP | Aug 2015 (11y) | |
| Michael James Luton | Registered representative | Jul 2021 (5y) | ||
| Kenneth Christopher Fadden | Registered representative | Nov 2023 (3y) | ||
| Gabriella Lynne Bermudez | Registered representative | Dec 2024 (2y) | ||
| Tara C Froyen | Registered representative | Jan 2025 (2y) | ||
| Joseph Carl Landicino | Registered representative | Jun 2025 (1y) | ||
| John Frederick Mifsud | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Madison Family Holdings Llc | Owner | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gary Robert Schwartz: 50% – 75% of Madison Family Holdings Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Andrew Joseph Federico: 25% – 50% of Madison Family Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Benjamin David Schwartz: 25% – 50% of Madison Family Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Andrew Michael Schwartz: 25% – 50% of Madison Family Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Sei Investments Distribution Co. $510M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 03, 2026.
View current Form ADV (SEC/IAPD) ↗