T2 Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naperville, IL. Its latest Form ADV filing, dated March 2, 2026, reports $180M in regulatory assets under management, 8 employees, 1 office, and 850 accounts.
Assets Under Management
$180M
Employees
8
Offices
1 office
Total Clients
560
Primary office
NAPERVILLE, IL
1952 MCDOWELL RD, SUITE 101, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
550
2
HNWI
1.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of March 2, 2026
Discretionary100.0%
$180M
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$180M
Total Accounts850
10Y AUM Change+$39M (+27.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee70:1
10Y Employee Change-2 (-20.0%)
* 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.