Madden Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$667,284,400
Clients
141
Advisors
3
of 3 employees
About
Madden Asset Management provides discretionary and non‑discretionary investment supervisory services and investment management consulting to individuals (including high‑net‑worth clients), corporations, trusts, estates, foundations and other organizations. Services include portfolio management across a range of instruments and consulting engagements that are billed on an hourly or fixed‑fee basis.
The firm develops client‑specific investment policy guidelines and allocates assets across equities, fixed income, cash and alternative investments using both fundamental and technical analysis; implementations can include long‑ and short‑term holdings, options strategies and the use of third‑party managers where appropriate. Custody and trade execution are typically arranged through a major custodian and, in some cases, clients are referred to wrap‑fee programs or separate account managers for portions of their portfolios.
Madden manages roughly $826 million in client assets, producing an unusually high level of assets per advisor for a team‑style firm, and operates as a division of its parent firm while maintaining referral and delegation relationships with other registered advisers. The firm does not include comprehensive financial planning as a standard service and discloses an affiliated person who is employed by and is an owner of another registered investment adviser, which are distinctions relative to many peers.
Client services
Expertise
Fee options
Portfolio/Manager/Peer Reviews – $2,500 per Portfolio/Manager; Portfolio/Manager Searches – $5,000 per Asset Class; Investment Policy Development – $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Principals – $250 per hour; Sr. Associate or Analyst – $150 per hour; Clerical/Administrative – $60 per hour
Main office
8333 Douglas Avenue, Suite 1625
Dallas TX 75225
Advisors at this office
3
Most active in
Texas
Also doing business as
Dba Madden Asset Management · Madden Asset Management · Madden Asset Management (A Division Of Madden Securites Corp) · Madden Securities Corporation · Madden, William B.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Caleb M
Series 65
Dallas, TX
Madden Asset Management
Caleb Madden is a financial advisor at Madden Asset Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Madden Asset Management, he worked at Hodges Capital Management. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, and other organizations, employing both fundamental and technical analysis to manage assets across multiple investment types.
Rodney M
Series 63, Series 66
Dallas, TX
Madden Asset Management
Rodney Madden is a financial advisor with Madden Asset Management based in Dallas, TX, holding Series 63 and Series 66 licenses and offering 24 years of industry experience. He has worked at Cumberland Hill Capital Management, LLC since 2006 and has been with Madden Asset Management since 2002. Outside of his advisory role, he serves as managing director and general partner in multiple non-investment related business ventures, including several Ironwood Funding Management entities and ownership interests in two LLCs. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm employs a client-specific approach to asset allocation across equities, fixed income, cash, and alternatives, using both fundamental and technical analysis and offering various implementation strategies.
John J
Series 63, Series 65
Dallas, TX
Madden Asset Management
John Jackson III is a financial advisor at Madden Asset Management in Dallas, TX, holding Series 63 and Series 65 designations with 32 years of industry experience. He has worked at Madden Securities Corporation since 2002. Madden Asset Management provides discretionary and non-discretionary investment supervisory services and consulting to individuals, corporations, trusts, estates, foundations, and other organizations. The firm develops client-specific investment policies and allocates assets across multiple instruments using both fundamental and technical analysis.
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