IA
Inland Advisory Services, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 338893
· SEC file 801-135010
· Oak Brook, IL
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ADV data as of May 06, 2026
- Regulatory AUM
- $443M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $443M
- Accounts
- 1
- Employees
- 48
AUM over time
$0
$443M
Nov 21, 2025
May 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 1 | $443M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • EXPENSE REIMBURSEMENT
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 06, 2026.
View current Form ADV (SEC/IAPD) ↗