Maguire Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,020,875
Total clients
52
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$808,094
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
Portfolio management
Pension consulting
Consulting
Expertise
Options & derivatives strategies
Passive / index investing
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 location
Maguire Asset Management, LLC
1000 Jorie Blvd, Ste 138
Oak Brook IL 60523, United States
Number of offices
1
Most active in
Maguire Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Pennsylvania
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:
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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.
Forms ADV
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