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CHICAGO OAKBROOK FINANCIAL GROUP
Legal name: COFG ADVISORS, LLC
CRD 333344File 801-131428
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$1.11B
Non-discretionary $97.5M
Clients
1,380
4,345 accounts
Employees
19
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 6, 2024
- Principal office
- 903 COMMERCE DRIVE,, SUITE 300, OAK BROOK, IL, 60523
- Phone
- (630) 954-5572
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $1.11B
- Non-discretionary AUM
- $97.5M
- Discretionary accounts
- 4,304
- Non-discretionary accounts
- 41
- Total accounts
- 4,345
- AUM per client
- $876K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $6.9M |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 189 | $631.8M |
| Pension and profit sharing plans | 20 | $89.7M |
| Individuals (other than high net worth individuals) | 1,147 | $479.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
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
- 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.