A complete list of active advisors currently associated with Madden Funds Management
Warmer can help you find a great advisor at Madden Funds Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Madden Funds Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oak Park, IL
| 18
| |
Oak Park, IL
| 27
|
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