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SEGALL BRYANT & HAMILL
Legal name: SEGALL BRYANT & HAMILL, LLC
CRD 106505File 801-47232
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$22.64B
Top 10% of cohort (national)
Discretionary AUM
$22.62B
Non-discretionary $14.5M
Clients
5,706
2,770 accounts
Employees
161
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 10, 1994
- Principal office
- 10 SOUTH WACKER DRIVE, SUITE 3100, CHICAGO, IL, 60606
- Phone
- 1-800-836-4265
- Website
- HTTPS://WWW.CISBH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.64B
- Discretionary AUM
- $22.62B
- Non-discretionary AUM
- $14.5M
- Discretionary accounts
- 2,758
- Non-discretionary accounts
- 12
- Total accounts
- 2,770
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 67 | $1.53B |
| Insurance companies | 13 | $2.75B |
| Investment companies | 22 | $4.07B |
| Charitable organizations | 88 | $1.34B |
| Other investment advisers | 35 | $2.22B |
| High net worth individuals | 181 | $1.03B |
| Pooled investment vehicles | 14 | $1.56B |
| Pension and profit sharing plans | 102 | $3.70B |
| State or municipal government entities | 28 | $1.90B |
| Individuals (other than high net worth individuals) | 5,156 | $1.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 5,743 | 5,706 | decreased by37 |
| Apr 1, 2026 | Employees | 98 | 161 | increased by63 |
| Apr 1, 2026 | Clients | 5,193 | 5,743 | increased by550 |
| Apr 1, 2026 | AUM | $21,267,060,906 | $22,636,030,345 | increased by$1,368,969,439 |
| Apr 1, 2026 | Accounts | 2,991 | 2,770 | decreased by221 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 119 | 98 | decreased by21 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,344 | 5,193 | increased by2,849 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $25,642,773,736 | $21,267,060,906 | decreased by$4,375,712,830 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,034 | 2,991 | decreased by2,043 |
| May 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Employees | 116 | 119 | increased by3 |
| Apr 1, 2022 | Clients | 2,521 | 2,344 | decreased by177 |
| Apr 1, 2022 | AUM | $22,890,772,422 | $25,642,773,736 | increased by$2,752,001,314 |
| Apr 1, 2022 | Accounts | 4,676 | 5,034 | increased by358 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SEGALL BRYANT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SEGALL BRYANT” may also match similarly-named firms). Confirm identity against each filing.
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.