Firm profile

HEMSLEY ADVISORS, LTD.

CHICAGO, ILCRD 106414Latest ADV April 21, 2026

Hemsley Advisors, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 21, 2026, reports $638M in regulatory assets under management, 5 employees, 1 office, and 745 accounts.

Assets Under Management
$638M
Employees
5
Offices
1 office
Total Clients
324
Primary office
CHICAGO, IL
311 S WACKER DRIVE, SUITE 1525, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCONicholas M. Martin
CFOJoanne C. Hemsley

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.8% of total clients.
Top client categories% of clientsClients
1
Individuals
60.8%
197
2
HNWI
39.2%
127
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$638Mas of April 21, 2026
Discretionary13.3%
$85M
13% of total RAUM13.3%
Non-discretionary86.7%
$553M
87% of total RAUM86.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$638M
Total Accounts745
10Y AUM Change+$379M (+146.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee65:1
10Y Employee Change+1 (+25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.