OAK BROOK, ILCRD 333344Latest ADV February 18, 2026
Chicago Oakbrook Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated February 18, 2026, reports $1.2B in regulatory assets under management, 19 employees, 1 office, and 4,345 accounts.
Assets Under Management
$1.2B
Employees
19
Offices
1 office
Total Clients
1,380
Primary office
OAK BROOK, IL
903 COMMERCE DRIVE, SUITE 300, OAK BROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
1,147
2
HNWI
13.7%
189
3
Corporations
1.7%
24
4
Pension Plans
1.4%
20
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of February 18, 2026
Discretionary91.9%
$1.1B
92% of total RAUM91.9%
Non-discretionary8.1%
$98M
8% of total RAUM8.1%
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$1.2B
Total Accounts4,345
10Y AUM Change+$1.2B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee73:1
10Y Employee Change+1 (+5.6%)
* 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.