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TAIKO
Legal name: ADVISOR OS LLC
CRD 287792File 801-110639
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.09B
Top 25% of cohort (national)
Discretionary AUM
$1.79B
Non-discretionary $3.30B
Clients
12
12 accounts
Employees
2
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 29, 2017
- Principal office
- 225 W. RANDOLPH ST., SUITE 3050, CHICAGO, IL, 60606
- Phone
- 312-300-4781
- Website
- HTTPS://WWW.ADVISOR-OS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.09B
- Discretionary AUM
- $1.79B
- Non-discretionary AUM
- $3.30B
- Discretionary accounts
- 6
- Non-discretionary accounts
- 6
- Total accounts
- 12
- AUM per client
- $424.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 12 | $5.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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 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.