MC
Magarian Capital Management, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 341292
· SEC file 801-135976
· San Antonio, TX
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $260M
- Discretionary
- $260M
- Clients
- 1
- Avg AUM / client
- $260M
- Accounts
- 106
- Employees
- 6
AUM over time
$260M
$260M
Mar 25, 2026
Mar 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $69.6M | 26.8% |
| Other investment advisers | Fewer than 5 clients | $190M | 73.2% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $190M (73% of AUM) Mar 2026
- Pershing $69.6M (27% of AUM) Mar 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗