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ADVISORY RESEARCH INC
CRD 108254File 801-14172
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$991.3M
Above cohort median (national)
Discretionary AUM
$988.7M
Non-discretionary $2.6M
Clients
444
444 accounts
Employees
14
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 7, 1978
- Principal office
- 180 N STETSON AVENUE, SUITE 5500, CHICAGO, IL, 60601
- Phone
- 312-565-1414
- Website
- HTTP://ADVISORYRESEARCH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $991.3M
- Discretionary AUM
- $988.7M
- Non-discretionary AUM
- $2.6M
- Discretionary accounts
- 436
- Non-discretionary accounts
- 8
- Total accounts
- 444
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $203.4M |
| Investment companies | 1 | $24.2M |
| Charitable organizations | 14 | $127.6M |
| High net worth individuals | 130 | $272.1M |
| Pooled investment vehicles | 3 | $261.4M |
| Pension and profit sharing plans | 3 | $1.7M |
| Individuals (other than high net worth individuals) | 275 | $100.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 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.