Magnate Advisory Services, Llc
- Regulatory AUM
- $314M
- Discretionary
- $304M
- Clients
- 1,576
- Avg AUM / client
- $199K
- Accounts
- 2,229
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,505 | $189M | 60.1% |
| High net worth individuals | 67 | $115M | 36.8% |
| Pension and profit sharing plans | 4 | $9.9M | 3.15% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Allen Gorter | Senior Partner | Feb 2016 (11y) | 50% – 75% | |
| James Curry Nicholson | Managing Partner/Chief Compliance Officer | CFP | Feb 2016 (11y) | 50% – 75% |
| Valerie M. Downs | Registered representative | May 2017 (9y) | ||
| Thomas William Hagedorn | Registered representative | CFP | May 2017 (9y) | |
| Zachary Frantz | Registered representative | Oct 2024 (2y) | ||
| John Sterling Denham | Registered representative | Jan 2025 (2y) | ||
| Brenton E Ditto | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $264M (84% of AUM) Mar 2026
- Capital Group $40.5M (13% of AUM) Mar 2026
- American Funds Distributors, Inc. $35.9M (17% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗