RIA Intel›Advisers›Illinois›OAK BROOK ASSET MANAGEMENT, CORPORATION

OAK BROOK ASSET MANAGEMENT, CORPORATION

Advisory

IL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in IL

#1,164

of 1,719 advisers by AUM

Average account

$2M

across 35 accounts

AUM per adviser

$56M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$56M

Discretionary AUM$36M

Non-Discretionary AUM$20M

Discretionary %63.6%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, IL

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

35 clients

12 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.

MILESTONE MONEY, LLC

$56M

FULLER HYLAND ADVISORS LLC

LAKE FOREST, IL

$56M

GUTHOFF FINANCIAL CONSULTANTS, INC.

BLOOMINGTON, IL

$57M

DEEP BLUE FINANCIAL LLC

$55M

BARRINGTON ASSET MANAGEMENT, INC.

$55M

MARTIN WIER, INC

$57M

Get the full picture on OAK BROOK ASSET MANAGEMENT, CORPORATION

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

Create a free account →See plans