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Firm profile

James T. Borello & Co..

EAST DUNDEE, ILCRD 16860Latest ADV October 21, 2025

James T. Borello & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in East Dundee, IL.

Assets Under Management
$514M
Employees
4
Offices
--
Total Clients
700
Primary office
EAST DUNDEE, IL
151 DUNDEE AVENUE, EAST DUNDEE, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames Thomas Borello

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
534
2
HNWI
23.7%
166

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$514Mas of October 21, 2025
Discretionary100.0%
$514M
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$514M
Total Accounts700
10Y AUM Change+$329M (+177.5%)

Employee Growth by Quarter

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

Total Employees4
Clients per Employee175:1
10Y Employee Change0 (0.0%)

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.