Fee-only adviser · Oak Park, IL
Madden Funds Management
Madden Funds Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Oak Park, Illinois. On its latest Form ADV, filed February 25, 2026, it reports $218M in regulatory assets under management, 167 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 110309 · SEC file 801-49640 |
| Office | 1010 Lake Street Suite 604 Oak Park, IL 60301 |
| Phone | (708) 848-3200 |
| Website | www.maddenfunds.com |
| Regulatory assets under management | $218M |
| Individual clients | 110 non-high-net-worth, 57 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oak Park
- Stonebrook Capital Management, Inc. $70M
- Linden Wealth Management LLC $192M
- Vista Financial Planning Not reported
- Huckstep Asset Management, LLC $10M
- Clark Lewis $1.3M
See all 6 fee-only advisers in Oak Park →
Nearby
- River Grove 1 firm
- Riverside 1 firm
- Elmhurst 2 firms
- Rosemont 1 firm
- Western Springs 2 firms
- La Grange 2 firms
- Chicago 112 firms
- Chicago, Il 1 firm
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