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MAGNATE ADVISORY SERVICES, LLC

LOUISVILLE, KY · CRD 283056 · IAPD ↗ · magnatewealth.com · (502) 855-3160

$314.1MRegulatory AUM
7Advisory reps
7Employees
1576Clients
1-10Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MAGNATE ADVISORY SERVICES, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
March 2026 — MAGNATE ADVISORY SERVICES, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — MAGNATE ADVISORY SERVICES, LLC reported RAUM up 25% ($167.6M -> $209.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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