Firm profile

PEKIN HARDY STRAUSS, INC.

CHICAGO, ILCRD 107310Latest ADV March 13, 2026

Pekin Hardy Strauss, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 13, 2026, reports $1.6B in regulatory assets under management, 19 employees, 4 offices, and 1,941 accounts.

Assets Under Management
$1.6B
Employees
19
Offices
4 offices
Total Clients
743
Primary office
CHICAGO, IL
227 WEST MONROE STREET, SUITE 3625, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAdam S. Strauss
CEOJoshua D. Strauss
CCOJennifer A. Dunlap

Advisory services offered

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

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.1% of total clients.
Top client categories% of clientsClients
1
Individuals
51.1%
380
2
HNWI
46.4%
345
3
Corporations
1.1%
8
4
Pension Plans
0.8%
6
5
Charitable
0.5%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of March 13, 2026
Discretionary100.0%
$1.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$1.6B
Total Accounts1,941
10Y AUM Change+$719M (+86.4%)

Employee Growth by Quarter

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

Total Employees19
Clients per Employee39:1
10Y Employee Change0 (0.0%)

* 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.