ADVISORY RESEARCH INC

CRD 108254 · SEC 801-14172

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180 N STETSON AVENUE, SUITE 5500, CHICAGO, IL, 60601, United States

Phone

312-565-1414

Fax

312-565-1418

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$991.3M

Discretionary AUM

$988.7M

Team

14 total employees; 8 advisory reps; 4 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	275	$100.8M
High net worth individuals	130	$272.1M
Investment companies	1	$24.2M
Pooled investment vehicles	3	$261.4M
Pension/profit sharing plans	3	$1.7M
Charitable organizations	14	$127.6M
Corporations/business entities	18	$203.4M

States served

CA, CO, GA, ID, IL, LA, MA, NE, NJ, NY, VA, WI, TX, NH, CT, FL

All web addresses on file

HTTP://ADVISORYRESEARCH.COM
https://www.linkedin.com/company/advisory-research

Official SEC filing: View on IAPD