Firm profile

HINSDALE ASSOCIATES

HINSDALE, ILCRD 108293Latest ADV February 26, 2026

Hinsdale Associates is an SEC registered investment adviser organized as a corporation with a primary office location in Hinsdale, IL. Its latest Form ADV filing, dated February 26, 2026, reports $120M in regulatory assets under management, 2 employees, and 137 accounts.

Assets Under Management
$120M
Employees
2
Offices
--
Total Clients
155
Primary office
HINSDALE, IL
15 SPINNINGWHEEL ROAD, SUITE 226, HINSDALE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael A. Urbik

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.8% of total clients.
Top client categories% of clientsClients
1
Individuals
74.8%
116
2
HNWI
23.9%
37
3
Charitable
1.3%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$120Mas of February 26, 2026
Discretionary100.0%
$120M
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$120M
Total Accounts137
10Y AUM Change$-45M (-27.0%)

Employee Growth by Quarter

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

Total Employees2
Clients per Employee78:1
10Y Employee Change-1 (-33.3%)

* 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.