Insights

Mid-market focus Target mid-sized regional insurers and advisory clients who seek nimble, locally informed service with scalable capabilities, positioning Magis as a partner for growth through tailored risk and advisory solutions.

Private ownership advantage Leverage Magis' privately owned structure and local market knowledge to differentiate from larger national firms, offering personalized client service, faster decision-making, and flexible engagement models to prospective clients.

Strong growth signals Revenue range indicating robust scale with room to expand services; pursue cross-sell opportunities in investment advisory and securities offerings through Kestra affiliations to broaden client portfolios.

Talent acquisition edge Recent hires such as senior consultants demonstrate capability to attract experienced professionals; position for clients seeking seasoned advisory support, risk management, and strategic planning services.

Technology readiness Existing tech stack elements (RSS, Cloudflare, Squarespace Commerce, JSON-LD) suggest digital engagement and analytics capabilities; offer data-driven risk assessment, client portals, and scalable online services to enhance client experience.

Magis Advisory Group Tech Stack

Magis Advisory Group uses 8 technology products and services including Squarespace, Cloudflare, RSS, and more. Explore Magis Advisory Group's tech stack below.

  • Squarespace
    Content Management System
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Network Solutions
    Domain Name Services
  • Squarespace Commerce
    E-commerce
  • Cart Functionality
    E-commerce
  • Google Fonts API
    Font Scripts
  • X-Content-Type-Options
    Web & Portal Technology

Magis Advisory Group's Email Address Formats

Magis Advisory Group uses at least 1 format(s):
Magis Advisory Group Email FormatsExamplePercentage
First@magisadvisorygroup.comJohn@magisadvisorygroup.com
100%

Frequently Asked Questions

What is Magis Advisory Group's official website and social media links?

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Magis Advisory Group's official website is magisadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Magis Advisory Group generate?

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As of August 2026, Magis Advisory Group's annual revenue is estimated to be $100M - $250M.

What is Magis Advisory Group's NAICS code?

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Magis Advisory Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Magis Advisory Group have currently?

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As of August 2026, Magis Advisory Group has approximately 24 employees across 1 continents, including North America. Key team members include Vice President Of Finance And Administration: M. R.Co-Founder & President: R. C.Director Of Implementation: D. J.. Explore Magis Advisory Group's employee directory with LeadIQ.

What industry does Magis Advisory Group belong to?

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Magis Advisory Group operates in the Insurance industry.

What technology does Magis Advisory Group use?

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Magis Advisory Group's tech stack includes SquarespaceCloudflareRSSNetwork SolutionsSquarespace CommerceCart FunctionalityGoogle Fonts APIX-Content-Type-Options.

What is Magis Advisory Group's email format?

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Magis Advisory Group's email format typically follows the pattern of First@magisadvisorygroup.com. Find more Magis Advisory Group email formats with LeadIQ.

When was Magis Advisory Group founded?

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Magis Advisory Group was founded in 2020.
Magis Advisory Group logo

Magis Advisory Group

InsuranceOhio, United States11-50 Employees

Magis Advisory Group is a mid-size insurance-focused firm based in Avon, Ohio, serving clients with a locally anchored perspective complemented by awareness of the national landscape. The firm emphasizes servant leadership and aims to deliver nimble, client-centric advisory services, with decision-making authority distributed among its team to benefit clients directly. Its structure and approach are designed to balance understanding of local markets with broader industry context in order to address complex insurance needs for its clients.

In the market, Magis Advisory Group operates within the insurance sector and positions itself as a privately owned, mid-market firm that can respond quickly and attentively to client requirements. The team has added experienced personnel, such as a recent hire described as a senior consultant, indicating ongoing expansion of capabilities. The company maintains its headquarters in Avon, Ohio, and provides securities and investment advisory services through affiliated entities, while clearly delineating its non-affiliation with those affiliates.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Magis Advisory Group's revenue is estimated to be in the range of $100M - $250M

Section iconFunding & Financials

  • $100M - $250M

    Magis Advisory Group's revenue is estimated to be in the range of $100M - $250M

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