Magis Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magis Management is a single‑advisor registered investment adviser that provides discretionary investment management and project-based investment consulting to individuals, entities, trusts, and other client types. The firm reports managing about $2.71 million for roughly 18 client accounts and also accepts one‑off consulting engagements billed hourly or as fixed fees.
The firm’s investment approach is a bottom‑up, fundamentally focused equity strategy that also uses charting, technical and cyclical analysis and emphasizes long‑term total return while accommodating volatility. MAGIS explicitly uses derivatives (options, futures, swaps), may include leveraged and inverse ETFs as tactical hedges (limited to no more than 10% of a portfolio at purchase), and can use margin/leverage in managed accounts (generally limited to 75%), with detailed risk disclosures about compounding, correlation and leverage risks.
What is distinctive relative to many small independent advisers is the routine allowance for borrowing and explicit, documented use of derivatives and leveraged/inverse ETFs in separately managed accounts—features the brochure highlights along with specific limits and risk warnings. The firm is a sole practitioner with a CFA charter and operates on a discretionary basis, and its brochure discloses a recommended custodian relationship that provides operational and research benefits to the firm.
Client services
Expertise
Fee options
Fixed fee per project for Investment Consulting Services, typically not exceeding $1,200
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% Over $1,000,000+: 1.50%
$200 per hour (negotiable)
Main office
Milwaukee WI
Advisors at this office
1
Most active in
Texas · Wisconsin
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.
Forms ADV
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