Uhlmann Investment Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Skokie, IL. Its latest Form ADV filing, dated March 24, 2026, reports $273M in regulatory assets under management, 11 employees, 1 office, and 460 accounts.
Assets Under Management
$273M
Employees
11
Offices
1 office
Total Clients
456
Primary office
SKOKIE, IL
5202 OLD ORCHARD ROAD, SUITE 250, SKOKIE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.2% of total clients.
Top client categories% of clientsClients
1
Individuals
50.2%
229
2
HNWI
49.8%
227
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 24, 2026
Discretionary85.2%
$233M
85% of total RAUM85.2%
Non-discretionary14.8%
$40M
15% of total RAUM14.8%
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.
Total AUM$273M
Total Accounts460
10Y AUM Change+$230M (+535.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee41:1
10Y Employee Change-8 (-42.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.