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TAIBER, KOSMALA & ASSOCIATES, LLC
CRD 161703File 801-76838
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$716.7M
Above cohort median (national)
Discretionary AUM
$716.7M
Clients
16
16 accounts
Employees
18
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 29, 2012
- Principal office
- 225 W RANDOLPH ST, SUITE 3050, CHICAGO, IL, 60606
- Phone
- 312-300-4781
- Website
- https://taiberkosmala.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $716.7M
- Discretionary AUM
- $716.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- $44.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 16 | $716.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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.