MADISON INVESTMENT ADVISORS, LLC

CRD

110297

SEC file #

801-52751

EIN

391194160

DBA names

—

Economics

AUM

$13.84B

AUM band

$1B+

AUM trajectory

'20 · $10.54B

'21 · $12.30B

'22 · $13.80B

'23 · $19.43B

'25 · $13.35B

'26 · $13.84B

'20'26

$10.54B → $13.84B▲ +31%

sec adv history

Client mix

Individuals Other	12,359
Individuals High Net Worth	2,243
Charitable Organizations	622
Corporations	495
Pension Profit Sharing Plans	169

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 29 advisors

'21 · 37 advisors

'22 · 47 advisors

'23 · 48 advisors

'25 · 42 advisors

'26 · 44 advisors

'20'26

29 advisors → 44 advisors▲ +52%

sec adv history

Primary office

MADISON WI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/20/2026

linkedin.com/company/madison-investment-advisors(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MADISON ASSET MANAGEMENT, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MADISON ASSET MANAGEMENT, LLC

CARL, STEVEN, ALLAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:madison.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

103

Form 5500 Total Compensation

963,883

Form 5500 Compensation Trajectory 3y

2025	754,003
2026	209,880
2024	0

Form 5500 Plan Count Trajectory 3y

2025	11
2026	4
2024	1

Schedule C Total Compensation

963,883

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001138060

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

1999-02-16

Edgar Last Filing Date

2019-11-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2019-11-13

Accession0001138060-19-000013

Edgar Former Names

MADISON INVESTMENT ADVISORS INC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	12
Lpl Financial	6
Morgan Stanley	4
E*trade	4
Jpmorgan	3

adv brochure

Edgar Addresses

Mailing

550 SCIENCE DRMADISON, WI 53711

Business

550 SCIENCE DRMADISON, WI 53711

Edgar EIN

391194160

Edgar Recent Filings

13F-HR2019-11-13 · 0001138060-19-000013

13F-HR2019-08-13 · 0001138060-19-000011

Fee Schedule

Bracket I	47
Bracket Vi	23
Bracket Iii	19
Bracket Iv	4
Bracket X	3

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

130874

Trust Company Affiliate

MADISON ASSET MANAGEMENT, LLC

People (32)

Direct Owner · 87.5%

130874

CARL, STEVEN, ALLAN

IAR · Executive Officer · 2.5%

2749848

EISINGER, RICHARD, ALLEN

FREDRICKS, STEVEN, JOSEPH

2324340

FRIEDOW, JILL, MANTERNACH

2979708

5745793

HENRICKSON, MARK, DANA

4667962

RYAN, PATRICK, F

4631570

SANDERS, MICHAEL, SCOTT

4819511

TOYAMA, HARUKI

JEFFREY EDWARD SIMONBAKER

JEFFREY THOMAS MATTHIAS

CHRISTOPHER ALLEN RIDBERG

NICHOLAS ANDREW HARENDA

7961093

Thomas Levi Williamson

TIMOTHY JOHN VAN PELT

6438349

JOSHUA JAMES OLDENBURG

THOMAS RALPH HENRY TIBBLES

7195800

MICHAEL RYAN GLATKOWSKI

CHRISTOPHER ANTHONY ALEMAN

3136620

5354977

CHRISTOPHER JAMES HODGES