MAGNATE ADVISORY SERVICES, LLC

CRD 283056 · SEC 801-118616

Visit website

400 BLANKENBAKER PARKWAY, SUITE 100, LOUISVILLE, KY, 40243, United States

Phone

(502) 855-3160

Fax

(502)855-3156

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$314.1M

Discretionary AUM

$304.2M

Team

7 total employees; 7 advisory reps; 1576 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsFINANCIAL CONSULTING NOT RESULTING IN A FINANCIAL PLAN

Client types

Type	Clients	AUM
Individuals	1505	$188.8M
High net worth individuals	67	$115.5M
Pension/profit sharing plans	4	$9.9M

States served

IN, KY, OH, TN, TX, FL

All web addresses on file

HTTP://WWW.MAGNATEWEALTH.COM
HTTPS://WWW.FACEBOOK.COM/MAGNATEWEALTH
HTTPS://WWW.INSTAGRAM.COM/MAGNATEWEALTH
HTTPS://WWW.TWITTER.COM/MAGNATEWEALTH
HTTPS://WWW.LINKEDIN.COM/COMPANY/MAGNATE-WEALTH-MANAGEMENT

Official SEC filing: View on IAPD