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DIRECTIONAL ASSET MANAGEMENT, LLC
CRD 152859File 801-131363
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.9M
Bottom 25% of cohort (national)
Discretionary AUM
$124.9M
Non-discretionary $12.0M
Clients
48
95 accounts
Employees
1
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 24, 2024
- Principal office
- 171 W WING ST, #206, ARLINGTON HEIGHTS, IL, 60005
- Phone
- 847-749-2312
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.9M
- Discretionary AUM
- $124.9M
- Non-discretionary AUM
- $12.0M
- Discretionary accounts
- 87
- Non-discretionary accounts
- 8
- Total accounts
- 95
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $50K |
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 36 | $135.2M |
| Individuals (other than high net worth individuals) | 8 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISOR FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
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.