# Magnate Advisory Services

Magnate Advisory Services is a Bank / Wealth / Trust based in Louisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Louisville, KY, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** magnateadvisory.com
- **LinkedIn:** linkedin.com/company/magnate-wealth-management

## Regulatory record

- **CRD number:** 283056
- **SEC file number:** 801-118616
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283056

## About

Magnate Advisory Services is an SEC-registered investment adviser in Louisville, KY, registered since 2020. The firm manages $314 million in assets, with $304 million on a discretionary basis. It has 7 employees and 7 investment advisers.

## Related profiles

- [MagMutual](https://altss.com/profile/magmutual)
- [MaieutCapital](https://altss.com/profile/maieutcapital-ag-mc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/magnate-advisory-services

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