Data / Investment advisers / Illinois / Inland Advisory Services, LLC
Inland Advisory Services, LLC, Oak Brook, IL: $443 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Inland Advisory Services, LLC is an SEC registered investment adviser with its main office in Oak Brook, Illinois and reports $443 million in regulatory assets under management in its Form ADV filed August 26, 2026. It is paid through other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338893
- SEC file number
- 801-135010
- SEC status
- Approved, effective January 6, 2026
- Main office
- 2901 Butterfield Road, Oak Brook, IL 60523
- Phone
- (630) 218-8000
- Regulatory AUM
- $443,050,000 in the Form ADV filed August 26, 2026
- Non discretionary AUM
- $443,050,000
- Accounts
- 1
- Employees
- 48, of which 36 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
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 |
|---|---|---|
| June 1, 2026 | $443.1 million | May 6, 2026 |
| February 2, 2026 | Not listed | December 17, 2025 |
Other advisers in Oak Brook
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Chicago Oakbrook Financial Group | Oak Brook | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Huizenga Capital Management, LLC | Oak Brook | $996.7 million | 20 | adviserinfo.sec.gov |
| Rock Island Capital | Oak Brook | $636.6 million | 13 | adviserinfo.sec.gov |
| North Branch Capital Management, L.P. | Oak Brook | $467.5 million | 5 | adviserinfo.sec.gov |
| Watershed Private Wealth | Oak Brook | $413.7 million | Not listed | adviserinfo.sec.gov |
| Squadron Capital Management LLC | Oak Brook | $385.7 million | 1 | adviserinfo.sec.gov |
| Ergawealth Advisors, Inc. | Oak Brook | $341.5 million | Not listed | adviserinfo.sec.gov |
| Stonebridge Wealth Management LLC | Oak Brook | $283.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oak Brook, IL
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Inland Advisory Services, LLC 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.