ARLINGTON HEIGHTS, ILCRD 152859Latest ADV March 25, 2026
Directional Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington Heights, IL. Its latest Form ADV filing, dated March 25, 2026, reports $137M in regulatory assets under management, 1 employee, and 95 accounts.
Assets Under Management
$137M
Employees
1
Offices
--
Total Clients
48
Primary office
ARLINGTON HEIGHTS, IL
171 W WING ST, #206, ARLINGTON HEIGHTS, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
36
2
Individuals
16.7%
8
3
Corporations
6.3%
3
4
Charitable
2.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of March 25, 2026
Discretionary91.2%
$125M
91% of total RAUM91.2%
Non-discretionary8.8%
$12M
9% of total RAUM8.8%
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$137M
Total Accounts95
10Y AUM Change+$17M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee48:1
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.