Medallion Advisory Services, LLC (Severna Park)


Medallion Advisory Services, LLC is a large advisory firm based in Severna Park. It manages $266.26 million of regulatory assets for 3,139 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.

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Medallion Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Medallion Advisory Services: assets under management

The assets under management (AUM) of Medallion Advisory Services, LLC is $266.26 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.7 million in discretionary accounts and $234.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $86.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Medallion Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Medallion Advisory Services, LLC

Roger Lee Thusius has been acting as President since 1 Mar 2001. Lorraine Ann Flowers joined the executive team most recently as the Secretary.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Tmg Holding Company Sole owner 1 Feb 1998 75% - 100% 52-2070589
Terry Michael Reinhart Treasurer 1 Jan 1999 Other 2809373
Roger Lee Thusius President 1 Mar 2001 Other 1358469
Lorraine Ann Flowers Vice president 1 Mar 2001 Other 1745251
Carl Andrew Millard Vice president 1 Mar 2001 Other 2477172
John Joseph Cvach Secretary 1 Mar 2001 Other 2307281
Loretta Marie Giuliani Vice president 1 Aug 2002 Other 4035384
Douglas Russell Madairy Treasurer 1 Jan 2003 Other 2022935
Robert Eugene Steiner Secretary 1 Jan 2003 Other 2295098
Joseph Zachary Taylor Vice president 1 Jan 2003 Other 845819
Brian Michael Zaid Chief compliance officer 1 Nov 2004 Other 2905684
Jan Patrick Lee President 1 Feb 2006 Other 2947738
John Joseph Cvach Vice president 1 Feb 2006 Other 2307281
Howard S Goldson President 1 Feb 2008 Other 4293197
Lorraine Ann Flowers Secretary 1 Feb 2009 Other 1745251
Howard Steven Gartenhaus Vice president 1 Feb 2009 Other 2101150
Richard Carl Jarchow Vice president 1 Feb 2009 Other 2939027
Roger Lee Thusius Vice president 1 Feb 2009 Other 1358469

Based in Severna Park

The principal office where Medallion Advisory Services, LLC performs its advisory services is located at 811 Gov. Ritchie Highway, Severna Park, MD 21146, which is also the mailing address of the firm. An additional office of the firm is in Rockville, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-544-8400 or by fax 410-544-9699. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.medalliongroup.net.