RIA Intel›Advisers›Illinois›INVESTMENTS BY DESIGN, INC

INVESTMENTS BY DESIGN, INC

Advisory

GALENA, IL

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in IL

#1,224

of 1,719 advisers by AUM

Average account

$255K

across 180 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

77 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

KAKIS FINANCIAL SERVICES INC.

DES PLAINES, IL

$46M

HERITAGE STRATEGIC WEALTH, LLC

$46M

BOWYER,WEYDERT WEALTH PLANNING PARTNERS,INC.

$46M

MEADOWBROOK CAPITAL MANAGEMENT, LLC

$46M

WEST LOOP FINANCIAL LLC

$45M

INTUITIVE WEALTH MANAGEMENT, LLC

$45M

Get the full picture on INVESTMENTS BY DESIGN, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track INVESTMENTS BY DESIGN, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans