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HEMSLEY ADVISORS, LTD.
CRD 106414File 801-47007
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$638.1M
Above cohort median (national)
Discretionary AUM
$85.1M
Non-discretionary $552.9M
Clients
324
745 accounts
Employees
5
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 26, 1994
- Principal office
- 311 S WACKER DRIVE, SUITE 1525, CHICAGO, IL, 60606
- Phone
- 847-381-7314
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $638.1M
- Discretionary AUM
- $85.1M
- Non-discretionary AUM
- $552.9M
- Discretionary accounts
- 130
- Non-discretionary accounts
- 615
- Total accounts
- 745
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.6M |
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 127 | $554.2M |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 197 | $76.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.