Magis Management, LLC

Overview

Magis Management, LLC operates as a small, owner-managed advisory firm focused on discretionary portfolio management for individuals and small businesses. Organized as a limited liability company and run by an individual owner, the firm charges clients a percentage-of-assets fee and serves a clientele composed primarily of individual and family investors. Magis Management prefers equity exposure as its primary allocation, using listed securities and ETFs as the backbone of client portfolios. The firm does not position itself as an ESG investor, is not structured as a multi-state adviser, and does not provide pension consulting or operate as a capital allocator. Investment activity centers on managing concentrated equity allocations complemented by third‑party mutual funds and select alternatives. The firm’s business activity is described as portfolio management for individuals and small businesses, and its operating profile is consistent with a boutique RIA that emphasizes direct equity exposure and simple fee-for-service pricing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices