Magnus Financial Group LLC

Firm record

As recorded in SEC IAPD

Firm CRD

289423

SEC number

801-111093

Firm type

RIA

Assets under management

$2.3B as of Mar 31, 2026

Website

www.linkedin.com/COMPANY/MAGNUSFINANCIALGROUP ↗

Phone

800-339-1367

Address

90 Park Avenue, New York, NY, 10016

Advisors at this firm

10 in our index · page 1 of 1

• William Joseph BowdenCRD 2472457 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jake Dean BlumCRD 5935093 · New York, NY
  IA RegisteredRegistration inactive
• Drew Justin CollinsCRD 1814583 · Bedford Corners, NY
  IA Registered
• Ronald Edward DeutschCRD 1015118 · New York, NY
  IA Registered
• Sharon HayutCRD 5552070 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Paul Frederick HoerrnerCRD 2618918 · New York, NY
  IA RegisteredRegistration inactive
• James Scott KephartCRD 722557 · New York, NY
  IA RegisteredRegistration inactive
• Michael Scott SchwartzCRD 2968694 · New York, NY
  IA RegisteredRegistration inactive
• Timothy J SeymourCRD 2793641 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Chase WickenheiserCRD 7276589 · New York, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.