A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

S•••••• F••••• O•••••• L••

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Naperville, ILMulti-family officeidentity confidence 90%Top 500 by research prioritys•••••••••.com

Why this class: Its own site says the firm operates as a m••••••••• o••••• serving families in Naperville and nationwide..

Verified Sep 13, 2026 (5 days ago)
Last observed Sep 16, 2026 · 78 observations · 5 sources
6 people · 0 investments · 117 public positions · 168 events

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
S•••••• Family Office is a fiduciary, independent wealth management firm based in Naperville, IL. Our financial advisors specialize in investment management and financial planning. S•••••• Family Office also offers in-house tax preparation, estate planning strategies and insurance solutions. Financial advisor in Naperville, IL Financial advisor Naperville, IL. Financial planner Naperville, IL
Headquarters
Naperville, IL
Office address
NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, SUITE 550, Naperville, IL, 60563
Business phone
630-912-8295
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $566M. Regulatory AUM $686M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$686M as of Apr 28, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Mar 3, 2023 · 9 employeesFact
Client mix (Form ADV 5.D)
Individuals: 586 ($108M); Pension plans: 2 ($10.5M); High net worth individuals: 311 ($568M)Fact
Form 13F
$566M across 117 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%Its own site says the firm operates as a m••••••••• o••••• serving families in Naperville and nationwide.Factverifiedxn--s-1hnaaaaaaaa.com“Our team of Naperville financial advisors operates as a m••••••••• o•••••”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
6 peopleshow
PersonTitleResponsibilityBusiness contactSource
D•••• B••• R•••Managing Member and CCOLeadership
phone: 630-912-8295 (published by the subject, Feb 13, 2025)
sec.gov Fact
J•••• P••••••• F••••Vice President, OperationsLeadership
email: j•••••••••@s•••••••••.com (verified by provider, Sep 15, 2026)
phone: 630-912-8295 (published by the subject, Apr 29, 2026)
sec.gov Fact
J•••• P••••••• H••••••Vice President, OperationsLeadership
phone: 630-912-8295 (published by the subject, Mar 4, 2026)
sec.gov Fact
N••••••• D•••• S••••••Managing MemberLeadership
email: n•••••••••@s•••••••••.com (verified by provider, Sep 15, 2026)
J•••• P••••••• F••••Chief Compliance OfficerOperations and finance
email: j•••••••••@s•••••••••.com (verified by provider, Sep 15, 2026)
phone: 630-912-8295 (published by the subject, Apr 29, 2026)
F••••••••• A•••• Q••••••••What is the average fee for a financial advisor or wealth advisor?Othernone on record
Office contact points
Business phone: 630-912-8295 (published by the subject) adviserinfo.sec.gov
Business phone: (630) 912-8431 (published by the subject) xn--s-1hnaaaaaaaa.com
Office address: NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, SUITE 550, Naperville, IL, 60563 (published by the subject) adviserinfo.sec.gov
Office address: Naperville Financial Center, 400 East Diehl Rd, Suite 550, Naperville, IL, 60563 (published by the subject) sec.gov
W••••••: s•••••••••.com (published by the subject) xn--s-1hnaaaaaaaa.com
W••••••: facebook.com (published by the subject) adviserinfo.sec.gov
Investment mandate
show

inferred only: public equity book 566145995.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$566M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 117 for the quarter ended Mar 31, 2026; $463M shown of $566M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
W••••••••• T•FLOATNG RAT TREA$50.8M1,009,1229.0%
T•••• T•••• I•FUNDSTRAT GRANNY$31.0M1,297,0235.5%
M•••••••• C•••COM$28.8M77,8965.1%
N••••• C•••••••••COM$27.0M154,8484.8%
W••••••••• T•US QTLY DIV GRT$27.0M307,5034.8%
A•••• I••COM$26.1M102,8514.6%
J••••••• C•••• • C•COM$21.0M71,2983.7%
E•••• M•••• C•••COM$20.7M121,9333.7%
F•••• T• E••••• T••••• F• V•ACTV FCTR LGCP$16.2M420,9392.9%
A••••• C•• I••COM$16.0M76,6992.8%
A••••••• I••CAP STK CL A$14.9M51,7442.6%
M••• P•••••••• I••CL A$14.5M25,2882.6%
W••••••••• T•US LARGECAP FUND$13.1M191,9682.3%
C••••• W•••••••• C•••••••••COM$8.9M8,9431.6%
B•••••••• H••••••• I•• D••CL B NEW$8.2M17,1081.4%
A••••••• I••CAP STK CL C$8.0M27,8791.4%
C••••••••• I••COM$7.9M11,1401.4%
S••••• H•••• I••COM$7.9M24,5191.4%
H••• D•••• I••COM$7.6M23,1111.3%
M••••• S••••••COM NEW$7.2M43,4951.3%
N•••••• I•••COM$7.1M74,1981.3%
A••••• I••COM$6.8M31,4911.2%
T•••• I••COM$6.7M18,0871.2%
C•••••• G••••• • P•• C•COM$6.7M23,8411.2%
A••••••• E•••••• C•COM$6.1M20,0101.1%
E•• L•••• • C•COM$5.9M6,3751.0%
I•••••• T•S&P 500 VAL ETF$5.7M27,0501.0%
B••••••• I••COM$5.5M17,8501.0%
F•••• T• E••••••••• F•NASDAQ-100 SEL$4.7M37,0380.8%
P•••••• • G••••• C•COM$4.6M31,5950.8%
W•••••• I••COM$4.5M36,4260.8%
W••••••••• T•US LARGECAP DIVD$4.5M50,5690.8%
I•••••• E••••••• T••••• F• T•S&P 500 TOP 50$4.3M77,9190.8%
P••••••••• C•••COM$4.2M21,3230.7%
C••••••••• H•••• I••CL A$4.2M10,7390.7%
G• A••••••••COM NEW$4.2M14,7500.7%
P••• A••• N••••••• I••COM$4.1M25,5990.7%
M•••••••• C•••COM$3.8M12,0730.7%
V••• I••COM CL A$3.6M12,0720.6%
V••••• P••••••••• I••COM$3.5M7,9000.6%
Changes between the last two quarters
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased G• A•••••••• 8,654 -> 14,750 shares ($2,707,374 -> $4,185,664) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited W••••••••• T• (was $43,366,338, 860,443 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited Vanguard Admiral Fds Inc (was $13,749,206, 195,024 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited Ishares U S Etf Tr (was $2,814,281, 56,235 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited I•••••• T• (was $4,512,042, 51,215 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited Invesco Exch Traded Fd Tr II (was $2,623,461, 142,193 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited I•••••• E••••••• T••••• F• T• (was $5,585,502, 38,193 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• exited F•••• T• E••••• T••••• F• V• (was $16,680,703, 422,296 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Goldman Sachs Group Inc 1,766 -> 3,921 shares ($1,395,122 -> $3,317,127) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased General Dynamics Corp 6,209 -> 8,395 shares ($2,196,534 -> $2,881,454) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Johnson & Johnson 3,076 -> 14,029 shares ($585,298 -> $3,429,295) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Honeywell Intl Inc 10,690 -> 13,420 shares ($2,299,132 -> $3,033,362) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased H••• D•••• I•• 15,022 -> 23,111 shares ($5,787,612 -> $7,601,003) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased T•••• I•• 14,437 -> 18,087 shares ($6,531,588 -> $6,723,842) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Servicenow Inc 2,970 -> 7,636 shares ($2,810,481 -> $798,344) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Robinhood Mkts Inc 12,936 -> 40,022 shares ($1,886,845 -> $2,773,525) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased P••••••••• C••• 2,847 -> 21,323 shares ($616,632 -> $4,227,072) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased Oracle Corp 16,347 -> 23,010 shares ($4,562,147 -> $3,376,650) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased N••••• C••••••••• 105,744 -> 154,848 shares ($20,248,952 -> $27,005,463) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• increased N•••••• I••• 6,154 -> 74,198 shares ($6,735,922 -> $7,134,138) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• reduced Exelon Corp 49,280 -> 21,718 shares ($2,368,872 -> $1,064,640) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• opened a $16,237,731 position in F•••• T• E••••• T••••• F• V• (420,939 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• opened a $4,702,900 position in F•••• T• E••••••••• F• (37,038 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• opened a $2,004,800 position in F•••• T• E••••••••• F• (44,750 shares) sec.gov
  • Mar 31, 2026 S•••••• F••••• O•••••• L•• opened a $2,645,060 position in F•••• T• E••••••••• F• (53,103 shares) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedS•••••• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (Its own site says the firm operates as a m••••••••• o••••• serving families in Naperville and nationwide.)c•••••••••Factxn--s-1hnaaaaaaaa.com
  • Sep 11, 2026Classification changedS•••••• F••••• O•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction)c•••••••••Inferenceno URL
  • Sep 11, 2026Office discoveredS•••••• F••••• O•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
78show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 78 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (J•••• P••••••• F•••• (Vice President, Operations); J•••• P••••••• H•••••• (Vice President, Operations); N••••••• D•••• S•••••• (Managing Member))
+30 v••••••• b••••••• e••••• (3)
+20 v••••••• b••••••• p••••• (6)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($686,190,847)
+8 m••••••••• o•••••
+0 r••• (475)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (CONFIRMED_MFO (Its own site says the firm operates as a m••••••••• o••••• serving families in Naperville and nationwide.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-28Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Pell Advisors, LLC | S•••••• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisersApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2023-03-03Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone630-912-8295Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients311Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":586,"raum_usd":107683483,"fewer_than_5":false},"pension_plans":{"clients":2,"raum_usd":10510847,"fewer_than_5":false},"high_net_worth_Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionS•••••• Family Office is a fiduciary, independent wealth management firm based in Naperville, IL. Our financial advisors specialize in investment management and financial planning. S•••••• Family Office also offers in-house tax preparation, estate planning strategies and insurance solutions. Financial advisor in Naperville, IL Financial advisor Naperville, IL. Financial planner Naperville, ILSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HRSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees9Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing addressNaperville Financial Center, 400 East Diehl Rd, Suite 550, Naperville, IL, 60563Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressNaperville Financial Center, 400 East Diehl Rd, Suite 550, Naperville, IL, 60563Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressNaperville Financial Center, 400 East Diehl Rd, Suite 550, Naperville, IL, 60563Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressNaperville Financial Center, 400 East Diehl Rd, Suite 550, Naperville, IL, 60563Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing addressNAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL RD, SUITE 550, Naperville, IL, 60563Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions117Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions100Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions108Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions102Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions92Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$566MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$484MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$488MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$389MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$294MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNaperville, ILApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersNaperville, ILMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNaperville, ILDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNaperville, ILSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNaperville, ILJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNaperville, ILDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office addressNAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD, SUITE 550, Naperville, IL, 60563Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)single_family_officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact
Office type (stated)multi_family_office
“Our team of Naperville financial advisors operates as a m••••••••• o•••••”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--s-1hnaaaaaaaa.comFact
Private funds advised0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts2,330Apr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$568MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$686MApr 28, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsreal_estateSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact
Team page urlhttps://s•••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact
Websites•••••••••.comSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) xn--s-1hnaaaaaaaa.comInference
Websites•••••••••.com
“office w•••••• s•••••••••.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--s-1hnaaaaaaaa.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact
Website titleS•••••• Family Office | Financial Advisor in Naperville, ILSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.comFact