Madden Funds Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Madden Funds Management provides discretionary investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. As of December 31, 2025 the firm reported $217,874,913 in discretionary assets under management, serves clients through a three-advisor team, and maintains a negotiable account minimum of $100,000.
The firm emphasizes customized portfolios with long-term capital appreciation and income objectives, primarily implementing diversified asset class allocations using Dimensional Fund Advisors funds and Fidelity funds for fixed income and S&P exposure. Portfolios are implemented through a qualified custodian on an institutional platform, may employ margin, and the firm treats cash and cash equivalents as part of assets under management while monitoring accounts with monthly custodian statements and quarterly performance/position reports.
Distinctive aspects disclosed in the brochure include a 2021 SEC enforcement action resolving the firm’s failure to timely file and deliver Form CRS, which resulted in a $25,000 civil penalty, a censure, and a cease-and-desist order. The firm also documents its periodic written client communications (monthly statements and quarterly reviews), does not aggregate brokerage orders for clients, and does not vote client proxies—operational choices that differ from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.25% $1,000,000 - $2,500,000: 0.20% $2,500,000 - $5,000,000: 0.175% $5,000,000 - $10,000,000: 0.15% $10,000,000+: 0.1375%
Account minimum: $100,000 Fee-only: Investment supervisory services charged based on tiered percentage of assets under management; financial planning services are provided at no charge.
Main office
1010 Lake Street Suite 604
Oak Park IL 60301
Advisors at this office
2
Most active in
Illinois
Also doing business as
Madden Funds Management · Madden Funds Management Ltd.
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
Michael M
Series 65
Oak Park, IL
Madden Funds Management
Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.
Daniel M
Series 65
Oak Park, IL
Madden Funds Management
Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.
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