210 Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Morton, IL. Its latest Form ADV filing, dated March 23, 2026, reports $243M in regulatory assets under management, 16 employees, 2 offices, and 1,786 accounts.
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
904
2
Pension Plans
6.5%
65
3
HNWI
3.2%
32
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$243Mas of March 23, 2026
Discretionary100.0%
$243M
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$243M
Total Accounts1,786
10Y AUM Change+$243M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee63:1
10Y Employee Change+5 (+45.5%)
* 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.