Magnate Advisory Services, LLC

$314.1MAssets under management
as of Mar 2026 · SEC Form ADV
Louisville, KY
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Tech stack

No one at Magnate Advisory Services, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Magnate Advisory Services, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $167M held · filed Apr 2024
American Funds Distributors, Inc.
Per Form ADV · $36M held · filed Apr 2024
Portfolio Management