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FORT SHERIDAN ADVISORS LLC
CRD 151139File 801-70517
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.FORTLLC.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 10 | increased by1 |
| Apr 1, 2026 | Clients | 930 | 389 | decreased by541 |
| Apr 1, 2026 | AUM | $908,900,000 | $1,034,804,031 | increased by$125,904,031 |
| Apr 1, 2026 | Accounts | 931 | 1,174 | increased by243 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 197 | 930 | increased by733 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $443,673,866 | $908,900,000 | increased by$465,226,134 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 195 | 931 | increased by736 |
| Apr 1, 2022 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2022 | Clients | 144 | 197 | increased by53 |
| Apr 1, 2022 | AUM | $302,039,153 | $443,673,866 | increased by$141,634,713 |
| Apr 1, 2022 | Accounts | 394 | 195 | decreased by199 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FORT SHERIDAN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FORT SHERIDAN” 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.