TAIKO

Legal name: ADVISOR OS LLC

CRD 287792File 801-110639

APPROVED

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$5.09B

Top 25% of cohort (national)

Discretionary AUM

$1.79B

Non-discretionary $3.30B

Clients

12 accounts

Employees

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.taikoadvisor.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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	3,655	12	decreased by3,643
Apr 1, 2026	AUM	$4,246,433,844	$5,093,186,796	increased by$846,752,952
Apr 1, 2026	Accounts	3,567	12	decreased by3,555
May 1, 2025 vs Oct 1, 2022	Clients	1,353	3,655	increased by2,302
May 1, 2025 vs Oct 1, 2022	AUM	$570,879,697	$4,246,433,844	increased by$3,675,554,147
May 1, 2025 vs Oct 1, 2022	Accounts	1,353	3,567	increased by2,214
Apr 1, 2022	Employees	1	2	increased by1
Apr 1, 2022	Clients	1,547	1,353	decreased by194
Apr 1, 2022	AUM	$579,701,204	$570,879,697	decreased by$8,821,507
Apr 1, 2022	Accounts	1,547	1,353	decreased by194
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 “TAIKO” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TAIKO” 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.