| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 05/23/1986 |
| ADV Location | EVANSTON, IL, United States |
| Contact Info | 847 xxxxxxx |
| Websites |
| AUM* | 1,539,768,041 25% |
| of that, discretionary | 1,539,768,041 25% |
| Number of Employees | 16 7% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 0 |
| Avg Account Size | 740,986 19% |
| % High Net Worth | 49.33% 5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date01/23/2026 | Form ADV-E View Report |
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date10/25/2024 | Form ADV-E View Report |
| Accounting Firm Name RYAN & JURASKA LLP | Filing Date07/31/2023 | Form ADV-E View Report |