HOFFMAN ESTATES, ILCRD 291828Latest ADV March 10, 2026
The Dala Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hoffman Estates, IL. Its latest Form ADV filing, dated March 10, 2026, reports $265M in regulatory assets under management, 11 employees, and 1,080 accounts.
Assets Under Management
$265M
Employees
11
Offices
--
Total Clients
262
Primary office
HOFFMAN ESTATES, IL
2815 FORBS AVE, SUITE 107, HOFFMAN ESTATES, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
192
2
HNWI
26.7%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of March 10, 2026
Discretionary97.8%
$260M
98% of total RAUM97.8%
Non-discretionary2.2%
$6M
2% of total RAUM2.2%
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$265M
Total Accounts1,080
10Y AUM Change+$265M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+10 (+1000.0%)
* 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.