MADDEN SECURITIES CORPORATION

C46
CRD 18389·SEC 801-63277·DALLAS, TX
AUM
$793.8M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADDEN SECURITIES CORPORATION
CRD
18389
SEC file #
801-63277
EIN
208579960
DBA names
Madden Asset Management

Economics

AUM
$793.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$637.1M → $793.8M▲ +25%
Client mix
Individuals Other67
Individuals High Net Worth61
Charitable Organizations11
Corporations8

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
DALLAS TX
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
06/23/2025
ADV-W filed at
Website

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MADDEN, RODNEY, TUCKER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MADDEN, RODNEY, TUCKER
MADDEN, LESLIE, C.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001423466
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2008-01-08
Edgar Last Filing Date
2010-09-15
Edgar Form D Count
4
Edgar Form D Offerings
2010-09-152010-09-15 · 0001423466-10-000007
2010-06-282010-06-28 · 0001423466-10-000006
Edgar Former Names
TRUMARX DATA PARTNERS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
200 W. MONROESUITE 1330CHICAGO, IL 60606
Business
200 W. MONROESUITE 1330CHICAGO, IL 60606
Edgar EIN
208579960
Edgar Recent Filings
D2010-09-15 · 0001423466-10-000007
D/A2010-06-28 · 0001423466-10-000006
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4404652
Trust Company Affiliate
No