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KAKIS FINANCIAL SERVICES INC.

Advisory

DES PLAINES, IL

Data as of May 27, 2025 · Source: SEC Form ADV

Rank in IL
#1,223
of 1,719 advisers by AUM
Average account
$1M
across 34 accounts
AUM per adviser
$46M
1 adviser

Source: SEC Form ADV. Figures as filed May 27, 2025.

Total AUM
$46M
Discretionary %
100%
Clients
34
Employees
1

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$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

INVESTMENTS BY DESIGN, INC
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$46M
HERITAGE STRATEGIC WEALTH, LLC
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$46M
BOWYER,WEYDERT WEALTH PLANNING PARTNERS,INC.
PARK RIDGE, IL
$46M
+99.0% 1Y
MEADOWBROOK CAPITAL MANAGEMENT, LLC
DEERFIELD, IL
$46M
+14.2% 1Y
EHLERT FINANCIAL GROUP, INC.
VERNON HILLS, IL
$47M
+0.1% 1Y
LCV ADVISORS LLC
$47M

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