Maguire Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maguire Asset Management, LLC provides portfolio management and pension consulting to individuals (including both non‑high‑net‑worth and high‑net‑worth clients) as well as pension, profit‑sharing and 401(k) plans. The firm manages roughly $42 million across about 52 client relationships and offers both discretionary and non‑discretionary account supervision.
The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with an asset‑allocation focus and routine quarterly reviews and annual rebalancing. It employs a broad set of strategies — long‑ and short‑term trading, options (covered calls and spreads), short sales and margin transactions — and specifically authorizes borrowing within separately managed account arrangements, a practice that is uncommon for similarly sized independent advisers.
Noteworthy aspects include a formal pension consulting program that prepares investment policy statements, helps select and monitor plan investment vehicles, and provides ERISA‑compliant participant education and workshops for self‑directed plans. The firm also leaves proxy voting to clients and plan sponsors rather than voting securities on clients’ behalf.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly charges reported in SEC Part 1 but no specific hourly rate disclosed in brochure
Account minimum: $250,000
Main office
1000 Jorie Blvd, Ste 138
Oak Brook IL 60523
Advisors at this office
1
Most active in
Illinois · Pennsylvania
Also doing business as
Maguire Asset Management, LLC · Maguire Consulting · Rationalis Capital Management LLC · Rationalis Capital Management, LLC
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.
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