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JOSELIT ASSET MANAGEMENT, LLC

Advisory

NORTHBROOK, IL

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in IL
#1,120
of 1,719 advisers by AUM
Average account
$3M
across 24 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM
$67M
Discretionary %
100%
Clients
24
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, IL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

CSH INVESTMENT MANAGMENT LLC
TAYLORVILLE, IL
$67M
ENDURANCE ASSET MANAGEMENT, LLC
CHICAGO, IL
$67M
+3.6% 1Y
K&H WEALTH PARTNERS INC.
NORTHBROOK, IL
$67M
4D FINANCIAL ADVISORS, LLC
GLEN ELLYN, IL
$66M
THREE ZERO THREE CAPITAL PARTNERS, LLC
CHICAGO, IL
$66M
-65.3% 1Y
ALTON CAPITAL MANAGEMENT, INC.
ALTON, IL
$66M
+29.9% 1Y

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