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FELDMAN, INGARDONA & CO
Legal name: FELDMAN, INGARDONA & CO.
CRD 29449File 801-55072
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.99B
Top 25% of cohort (national)
Discretionary AUM
$1.38B
Non-discretionary $612.9M
Clients
184
190 accounts
Employees
6
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 1, 1997
- Principal office
- 2001 BUTTERFIELD RD, STE 170, DOWNERS GROVE, IL, 60515
- Phone
- 630-663-1800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.99B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $612.9M
- Discretionary accounts
- 160
- Non-discretionary accounts
- 30
- Total accounts
- 190
- AUM per client
- $10.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $149.7M |
| Charitable organizations | Fewer than 5 | $19.0M |
| High net worth individuals | 179 | $1.81B |
| Pension and profit sharing plans | Fewer than 5 | $11.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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 |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 174 | 182 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,514,856,000 | $1,733,566,000 | increased by$218,710,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 180 | 188 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 165 | 174 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,490,094,000 | $1,514,856,000 | decreased by$975,238,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 172 | 180 | increased by8 |
| Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| Oct 1, 2022 | Clients | 163 | 165 | increased by2 |
| Oct 1, 2022 | AUM | $2,840,836,000 | $2,490,094,000 | decreased by$350,742,000 |
| Oct 1, 2022 | Accounts | 171 | 172 | increased by1 |
| Oct 1, 2021 | Clients | 161 | 163 | increased by2 |
| Oct 1, 2021 | AUM | $2,345,136,000 | $2,840,836,000 | increased by$495,700,000 |
| Oct 1, 2021 | Accounts | 169 | 171 | increased by2 |
| 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 “FELDMAN INGARDONA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FELDMAN INGARDONA” 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.