Maguire Investments provides portfolio management for individuals and small businesses and publishing newsletters.
Maguire Investments reports 151 clients. They include 73 individual clients, 57 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 89.1% ($226M across 336 accounts) are managed with discretion; $27.7M across 6 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 6% |
| High-net-worth individuals | 38% | 81% |
| Pension and profit-sharing plans | 5% | 3% |
| Charitable organizations | 3% | 7% |
| Other investment advisers | Fewer than 5 | 4% |
| Other client typesCorporations and other businesses | 5% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $13.9M | 5.5% | $191K |
| High-net-worth individuals | 57 | $205M | 81.0% | $3.6M |
| Pension and profit-sharing plans | 8 | $7.46M | 2.9% | $932K |
| Charitable organizations | 5 | $16.6M | 6.6% | $3.32M |
| Other investment advisers | Fewer than 5 | $9.38M | 3.7% | — |
| Corporations and other businesses | 8 | $687K | 0.3% | $85.9K |
| Total | 151 | $253M | 100% | — |
- Clients
- 73
- Regulatory AUM
- $13.9M
- AUM share
- 5.5%
- Avg. per client
- $191K
- Clients
- 57
- Regulatory AUM
- $205M
- AUM share
- 81.0%
- Avg. per client
- $3.6M
- Clients
- 8
- Regulatory AUM
- $7.46M
- AUM share
- 2.9%
- Avg. per client
- $932K
- Clients
- 5
- Regulatory AUM
- $16.6M
- AUM share
- 6.6%
- Avg. per client
- $3.32M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.38M
- AUM share
- 3.7%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $687K
- AUM share
- 0.3%
- Avg. per client
- $85.9K
Total
- Clients
- 151
- Regulatory AUM
- $253M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
Maguire Investments charges 1.00% for its Fees and Compensation. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Fee details and sources
Alexander Maguire owns 25% to 50% of Maguire Investments. The leadership team of Maguire Investments includes Chief Compliance Officer Alexander Maguire. It has 4 employees.
Leadership
- Alexander MaguireChief Compliance Officer
- Alexander MaguireMember
- Alexander MaguireMember
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Alexander Anderson Maguire
- Alexander Anderson Maguire JR.
- Alexander Anderson Maguire III
- Robert Boas Maguire
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Maguire Investments LLC
Alexander Maguire
Control person · since April 2012
Maguire Investments’ regulatory assets grew from $206M (March 2021) to $253M (March 2026); clients rose from 88 to 151 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $253M | 151 | 4 | 1 |
| March 2025 | $269M | 128 | 4 | 1 |
| March 2024 | $241M | 116 | 4 | 1 |
| March 2023 | $220M | 100 | 4 | 1 |
| March 2022 | $253M | 103 | 4 | 1 |
| March 2021 | $206M | 88 | 4 | 1 |
Besides its headquarters, Maguire Investments has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 840 First Avenue, Suite 350, King of PrussiaHQ
Contact and registration details
- Legal name
- Maguire Investments LLC
- Headquarters
- 840 First Avenue, Suite 350, King of Prussia, PA 19406
- Website
- maguireinvestments.com
- Phone
- 610-572-2705
- SEC file
- 801-76579
- Founded
- 2012
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Maguire Investments uses Charles Schwab ($163M, 85%) and Fifth Third Bancorp ($29.7M, 15%) as custodians for its separately managed accounts. Maguire Investments does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $163M85%
- Fifth Third BancorpFifth Third Bancorp · Cincinnati, OH · $29.7M15%
At year end, Maguire Investments’ separately managed accounts were mostly in stocks (76%) and cash (15%).
What the accounts hold
- Stocks76%
- Funds4%
- Bonds5%
- Investment grade corporate bonds4%
- State and local bonds1%
- Cash15%
How many clients does Maguire Investments have?
Maguire Investments has 151 clients and manages $253 million for them, as of March 2026. They include 73 individual clients, 57 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Maguire Investments offer?
Maguire Investments provides portfolio management for individuals and small businesses and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maguire Investments charge?
Maguire Investments charges 1.00% for its Fees and Compensation. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Which custodians does Maguire Investments use?
Maguire Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $163M and Fifth Third Bancorp (Cincinnati, OH), with $29.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Maguire Investments have?
Maguire Investments has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maguire Investments invest in?
At the end of its last fiscal year, Maguire Investments’ separately managed accounts held 76% exchange-traded equities, 15% cash and equivalents, 4% investment grade corporate bonds, 4% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Maguire Investments?
Maguire Investments’ direct owner is Alexander Maguire, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Maguire Investments get paid?
Maguire Investments is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Maguire Investments?
Maguire Investments’ main office is at 840 First Avenue, Suite 350, King of Prussia, PA 19406. Its phone number is 610-572-2705. Its website is maguireinvestments.com.