Taiber, Kosmala & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $717M in regulatory assets under management, 18 employees, 1 office, and 16 accounts.
Assets Under Management
$717M
Employees
18
Offices
1 office
Total Clients
16
Primary office
CHICAGO, IL
225 W RANDOLPH ST, SUITE 3050, CHICAGO, IL, United States
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$717Mas of March 27, 2026
Discretionary100.0%
$717M
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.
Total AUM$717M
Total Accounts16
10Y AUM Change$-5.4B (-88.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee1:1
10Y Employee Change+13 (+260.0%)
* 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.