MADISON AVENUE SECURITIES, LLC

CRD

23224

SEC file #

801-69919

EIN

393282379

DBA names

—

Economics

AUM

$2.02B

AUM band

$1B+

AUM trajectory

'20 · $894.1M

'21 · $1.00B

'22 · $1.36B

'23 · $1.77B

'25 · $2.04B

'26 · $2.02B

'20'26

$894.1M → $2.02B▲ +126%

sec adv history

Client mix

Individuals Other	13,536
Individuals High Net Worth	548
Charitable Organizations	10
Pension Profit Sharing Plans	5

Operations

Employees (total)

125

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 87 advisors

'21 · 78 advisors

'22 · 85 advisors

'23 · 80 advisors

'25 · 76 advisors

'26 · 81 advisors

'20'26

87 advisors → 81 advisors▼ -7%

sec adv history

Primary office

SAN DIEGO CA

Branches

—

Custodian & Brokerage

Primary custodian

Pershinglow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

mas-bd.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KT EQUITY PARTNERS II, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KT EQUITY PARTNERS II, LLC

FIXSEN, VILAYPHONE

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

Rdap Domain

MAS-BD.COM

Rdap Domain Creation Date

2008-02-01T17:30:02Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

80,648

Form 5500 Compensation Trajectory 3y

2025

80,648

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

80,648

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002104211

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-01-12

Edgar Last Filing Date

2026-01-12

Edgar Form D Count

Edgar Form D Offerings

2026-01-122026-01-12 · 0002104211-26-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

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

Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

321 SOUTH BOSTON AVENUESUITE 200TULSA, OK 74103

Business

321 SOUTH BOSTON AVENUESUITE 200TULSA, OK 74103

Edgar EIN

393282379

Edgar Recent Filings

D2026-01-12 · 0002104211-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-01T17:30:02Z

Rdap Domain Last Changed

2026-02-02T12:16:15Z

Rdap Nameservers

Ns12.dnsmadeeasy.comNs13.dnsmadeeasy.comNs14.dnsmadeeasy.comNs15.dnsmadeeasy.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

IAR · Executive Officer · 2.5%

People (54)

MCNEES, MARTIN WILLIAM

3168410

VILAYPHONE FIXSEN

4585926

Melissa Kay Pierson

1685017

Sandra Ann Woods

6200533

CALLANAN, DAVID JAMES