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MADDEN ADVISORY SERVICES, INC.

JACKSONVILLE, FL · CRD 112607 · IAPD ↗ · 904-296-1127

$291.7MRegulatory AUM
2Advisory reps
5Employees
5Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — MADDEN ADVISORY SERVICES, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — MADDEN ADVISORY SERVICES, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
June 2025 — MADDEN ADVISORY SERVICES, INC. notice-filed in LA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — MADDEN ADVISORY SERVICES, INC. reported RAUM up 26% ($177.9M -> $223.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.