Madden Securities Corporation
- Regulatory AUM
- $826M
- Discretionary
- $731M
- Clients
- 162
- Avg AUM / client
- $5.1M
- Accounts
- 546
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $20.2M | 2.45% |
| High net worth individuals | 64 | $647M | 78.3% |
| Charitable organizations | 11 | $65.5M | 7.93% |
| Corporations and other businesses | 10 | $93.2M | 11.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Madden, William, Boykin | Chairman | Aug 1986 (40y) | Less than 5% | |
| Rodney Tucker Madden | President And Chief Compliance Officer | May 2002 (24y) | 50% – 75% | |
| Madden, Leslie, C. | Secretary | Jun 2015 (11y) | 25% – 50% | |
| John Leslie Jackson | Registered representative | Dec 2002 (24y) | ||
| Caleb Tucker Madden | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 06/29/2026 | 983 KB | 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $578M (70% of AUM) Jun 2026
- Morgan Stanley $173M (21% of AUM) Jun 2026
- Bok Financial Securities, Inc. $156M (24% of AUM) Jun 2021
- UBS $54.3M (8% of AUM) Jun 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗