DEER PARK, ILCRD 286686Latest ADV February 11, 2026
Financial Design Studio, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Deer Park, IL. Its latest Form ADV filing, dated February 11, 2026, reports $106M in regulatory assets under management, 4 employees, and 452 accounts.
Assets Under Management
$106M
Employees
4
Offices
--
Total Clients
134
Primary office
DEER PARK, IL
21660 WEST FIELD PARKWAY, SUITE 118, DEER PARK, IL, United States
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
102
2
HNWI
23.9%
32
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$106Mas of February 11, 2026
Discretionary100.0%
$106M
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$106M
Total Accounts452
10Y AUM Change+$525K (+0.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee34:1
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.