Insights

Local Market Expertise Magis Advisory Group’s deep understanding of regional and local markets positions it as a valuable partner for clients seeking tailored insurance solutions and risk management services within specific communities or niche sectors.

Growth with Mid-Size Focus As a nimble and privately owned firm with an employee base of 11-50, Magis offers a personalized approach that appeals to clients valuing dedicated service, creating opportunities to upsell complementary insurance and financial advisory products.

Strategic Technology Use Leveraging a modern tech stack including cloudflare, JSON-LD, and Squarespace Commerce indicates openness to digital solutions, presenting opportunities to introduce innovative client portals, data analytics, and other tech-enabled insurance services.

Potential for Expansion With impressive revenue figures between $100M and $250M, Magis is positioned for strategic expansion or acquisition opportunities in the insurance advisory segment, opening avenues for cross-selling services or technological partnerships.

Leadership and Talent Growth Recent hires like senior consultants reflect a growth-oriented mindset, signaling opportunities for targeted executive training, specialized insurance products, and advisory services that appeal to expanding managerial and professional teams.

Magis Advisory Group Tech Stack

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

  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Network Solutions
    Domain Name Services
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Stimulus
    Javascript Frameworks
  • 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

Where is Magis Advisory Group's headquarters located?

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Magis Advisory Group's main headquarters is located at 36711 American Way Suite 2f Avon, Ohio 44011 United States. The company has employees across 1 continents, including North America.

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.

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 June 2026, Magis Advisory Group has approximately 22 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 RSSCloudflareOpen GraphNetwork SolutionsSquarespace CommerceJSON-LDStimulusX-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

InsuranceOhio, United States11-50 Employees

Magis Advisory Group firm was named in honor of the commitment we share to servant leadership.  Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater."   The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients.  We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important.  We possess an expertise and a different perspective that sees the big picture as well as the intricate details.  Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS.

Investor Disclosures:  https://bit.ly/KF-Disclosures


This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

http://www.finra.org/
https://www.sipc.org/

Section iconCompany Overview

Headquarters
36711 American Way Suite 2f Avon, Ohio 44011 United States
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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