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FORT SHERIDAN ADVISORS LLC
CRD 151139File 801-70517
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.03B
Above cohort median (national)
Discretionary AUM
$1.02B
Non-discretionary $10.7M
Clients
389
1,174 accounts
Employees
10
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 9, 2009
- Principal office
- 600 CENTRAL AVENUE, SUITE 365, HIGHLAND PARK, IL, 60035
- Phone
- 847-559-9700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.03B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $10.7M
- Discretionary accounts
- 1,123
- Non-discretionary accounts
- 51
- Total accounts
- 1,174
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $20.7M |
| Charitable organizations | Fewer than 5 | $6.9M |
| High net worth individuals | 171 | $873.4M |
| Pension and profit sharing plans | Fewer than 5 | $45.1M |
| Individuals (other than high net worth individuals) | 218 | $88.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- 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.