Magnus Financial Group LLC
New York, NY·SEC-registered · CRD #289423
Magnus Financial Group LLC is an SEC-registered investment advisory firm in New York, NY managing $2.3B across 5.2k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.3B
Client accounts
5.2k
Advisory staff
15
Fee model
Fee-based
How Magnus Financial Group LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Magnus Financial Group LLC
How much does Magnus Financial Group LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Magnus Financial Group LLC reports $2.3B in regulatory assets under management across roughly 5.2k client accounts.
How does Magnus Financial Group LLC charge?
Magnus Financial Group LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Magnus Financial Group LLC a fiduciary?
Yes. Magnus Financial Group LLC is registered with the U.S. Securities and Exchange Commission (CRD #289423), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Magnus Financial Group LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Magnus Financial Group LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from Magnus Financial Group LLC's public SEC Form ADV filing (CRD #289423, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Magnus Financial Group LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Magnus Financial Group LLC? Claim this profile.