Madison Capital Markets LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
332196
Registered since
April 30, 2025

Firm profile

FINTRX

Overview

Madison Capital Markets LLC is registered as a limited liability company and appears in FINTRX as an SEC-registered adviser as of 2025. Ownership is reported as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the snapshot data. FINTRX flags it as not acting as a capital allocator and not engaging in active ESG investing. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. The firm has provided little in the way of public-facing detail on its investment focus, fee schedule, advisory activities, or client segments. That limited disclosure makes it difficult to profile strategy, target client types, or service offerings from available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 14
  • Gregory Falzone

    Gregory Falzone

    Associate Vice PresidentCRD 2984309

  • Jeffrey Kremin

    Jeffrey Kremin

    PresidentCRD 2077277

  • Mark Nerney

    Mark Nerney

    Executive Vice PresidentCRD 2327950

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
26 Corporate Plaza Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth