← Directory
MAYNERICH FINANCIAL
CRD 331546File 801-131152
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$122.5M
Bottom 25% of cohort (national)
Discretionary AUM
$122.5M
Clients
478
1,045 accounts
Employees
6
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 20, 2024
- Principal office
- 101 COUNTY LINE RD, VIRDEN, IL, 62690
- Phone
- 217-965-5796
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $122.5M
- Discretionary AUM
- $122.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,045
- Non-discretionary accounts
- 0
- Total accounts
- 1,045
- AUM per client
- $256K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $35.4M |
| Individuals (other than high net worth individuals) | 457 | $87.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small 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 11- Q11
- Q11E2
- Q11E4
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.