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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 5743 | 5706 |
| 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.