Madison Money Management

Madison Money Management is a small US-registered investment adviser running separate accounts with a classic fundamental equity and fixed-income mandate.

Madison Money Management

MADISON MONEY MANAGEMENT, INC. is an SEC-registered investment adviser. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is Madison Money Management a family office?

No. The firm is structured as a registered investment adviser and does not identify as a single or multi-family office in its public disclosures. It serves multiple external clients rather than managing a single family's wealth.

Has the firm disclosed its total regulatory assets under management?

The firm's Form ADV filed with the SEC contains an AUM figure that generally represents the total market value of securities portfolios for which it provides continuous and regular supervisory services. That number is subject to periodic updates and can be accessed directly through the SEC's Investment Adviser Public Disclosure database.

What types of clients does Madison Money Management serve?

Based on its regulatory profile, the firm serves both individual and institutional clients through separately managed accounts. There is no indication it operates pooled vehicles such as mutual funds, hedge funds, or private equity partnerships.

Does the firm invest in private markets or alternatives?

No private-market or alternative investment activity is indicated in the firm's regulatory filings. The stated strategy is long-only public equities and fixed income, with no disclosure of private equity, venture capital, real estate, or direct lending programs.

Who makes investment decisions at the firm?

The firm's Form ADV identifies the individuals with portfolio management or research responsibilities. In a practice of this size, the named principal typically functions as the lead decision-maker across all accounts, supported by minimal additional investment staff.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.