Data / Investment advisers / Illinois / Feldman, Ingardona & Co
Feldman, Ingardona & Co, Downers Grove, IL: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Feldman, Ingardona & Co is an SEC registered investment adviser with its main office in Downers Grove, Illinois and reports $2 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Feldman, Ingardona & Co (CRD number 29449): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 29449
- SEC file number
- 801-55072
- SEC status
- Approved, effective December 1, 1997
- Legal name
- Feldman, Ingardona & Co.
- Main office
- 2001 Butterfield Rd Ste 170, Downers Grove, IL 60515
- Phone
- (630) 663-1800
- Website
- feldmaningardona.com
- Regulatory AUM
- $1,991,481,000 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $1,378,535,000
- Non discretionary AUM
- $612,946,000
- Accounts
- 190
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 179 | $1.81 billion |
| Corporations or other businesses | 5 | $149.7 million |
| Charitable organizations | Fewer than 5 | $19 million |
| Pension and profit sharing plans | Fewer than 5 | $11.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $1.99 billion | September 14, 2026 |
| December 1, 2025 | $1.73 billion | September 16, 2025 |
Other advisers in Downers Grove
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Invesco Capital Management LLC | Downers Grove | $941.02 billion | Not listed | adviserinfo.sec.gov |
| JMG Financial Group LTD | Downers Grove | $7.50 billion | Not listed | adviserinfo.sec.gov |
| Highpoint Planning Partners | Downers Grove | $4.78 billion | Not listed | adviserinfo.sec.gov |
| Invesco Investment Advisers LLC | Downers Grove | $4.37 billion | Not listed | adviserinfo.sec.gov |
| Capstone Financial Advisors Inc | Downers Grove | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Vertex Partners | Downers Grove | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Bentley Financial Group | Downers Grove | $392.8 million | Not listed | adviserinfo.sec.gov |
| Opus Financial Solutions LLC | Downers Grove | $150.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Downers Grove, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Feldman, Ingardona & Co on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.