Madrone Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$240,904,072
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
111
53% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
111
Very HighAverage account size
$2,170,307
About
Madrone Investment Advisory, LLC provides portfolio management to individual clients, including high-net-worth individuals, and to qualified retirement plans. Services include individualized, non-discretionary asset management for individuals and ERISA plan services, with the ability to serve as an ERISA 3(38) investment manager for retirement plans.
The firm emphasizes broadly diversified portfolios built primarily from low-cost, passive and evidence-based mutual funds and ETFs and generally does not recommend individual equities. Portfolios are tailored to each client’s objectives, time horizon and tax considerations, and Madrone obtains client approval before executing trades rather than exercising discretionary trading authority.
What is uncommon about Madrone is the combination of a high asset base managed under a single managing member structure—resulting in unusually high AUM per advisor—and the fact that the substantial majority of its assets are managed on a non-discretionary basis. The firm also departs from common billing practices by using flat annual dollar fees billed quarterly instead of a strict percentage-of-assets fee model, and the managing member is a licensed attorney who does not provide legal services as part of the advisory relationship.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Passive / index investing
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Up to $1,000,000 - $1,000,000: $5,000 annual fee $1,000,001 - $2,000,000: $5,000 - $8,000 annual fee $2,000,001 - $3,000,000: $9,000 - $11,000 annual fee $3,000,001 - $4,000,000: $12,000 - $15,000 annual fee $4,000,001 - $5,000,000: $16,000 - $18,000 annual fee $5,000,001 - $6,000,000: $19,000 - $21,000 annual fee $6,000,001 - $10,000,000: $22,000 - $30,000 annual fee Over $10,000,000+: Minimum fee $30,000 annual
Minimum fee: Minimum annual fee of $5,000 for asset management services Fee-only: Flat annual fees based on asset ranges; fees billed quarterly in advance; fees may be negotiable
Main office location
Madrone Investment Advisory, LLC
1101 5 Th Ave, Suite 310
San Rafael CA 94901, United States
Number of offices
1
Most active in
Madrone Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")