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They include 2,416 individual clients, 51 high-net-worth individuals, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Medallion Wealth Advisors offer?","answer":"Medallion Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Medallion Wealth Advisors use?","answer":"Medallion Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $429M, Pershing Advisor Solutions LLC (Jersey City, NJ), with $61.6M, Employee Fiduciary Corporation (Mobile, AL), with $8.28M, John Hancock Retirement Services (Boston, MA), with $8.27M, Vanguard Retirement Services (Malvern, PA), with $7.5M and Aspire Financial Services (Beaverton, OR), with $1.84M. The filing also lists Osaic Wealth, Inc. with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Medallion Wealth Advisors have?","answer":"Medallion Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Medallion Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Medallion Wealth Advisors’ separately managed accounts held 63% non-exchange-traded equities, 12% high-yield corporate bonds, 10% investment grade corporate bonds, 6% cash and equivalents, 5% exchange-traded equities and 4% 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Medallion Wealth Advisors?","answer":"Medallion Wealth Advisors’ direct owner is Eric Cheyne (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Medallion Wealth Advisors get paid?","answer":"Medallion Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}