Magnate Advisory Services, LLC
● SEC registered since 2020CRD 283056SEC# 801-118616Louisville, KY
Reg. AUM
$314.1M
Employees
7
Accounts
2,229
Location
Louisville, KY
Magnate Advisory Services, LLC assets under management
Magnate Advisory Services, LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2020. It reports $314.1 million in regulatory assets under management and employs 7 people.
Magnate Advisory Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Allen Gorter Control | Senior Partner | 50-75% | 2016 |
| James Curry Nicholson Control | Managing Partner/Chief Compliance Officer | 50-75% | 2016 |
Frequently asked questions
How much does Magnate Advisory Services, LLC manage?
Magnate Advisory Services, LLC reports $314.1 million in regulatory assets under management on its Form ADV.
How many employees does Magnate Advisory Services, LLC have?
Magnate Advisory Services, LLC reports 7 employees.
Where is Magnate Advisory Services, LLC located?
Magnate Advisory Services, LLC is based in Louisville, KY and has been SEC-registered since 2020.
Does Magnate Advisory Services, LLC disclose fund performance?
Magnate Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243 |
| Phone | (502) 855-3160 |
| Fax | (502)855-3156 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$314.1M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$314.1Mregulatory AUM
Discretionary $304.2MNon-discretionary $9.9M