RIA IntelAdvisersIllinoisTAOS INVESTMENT ADVISORS, LLC

TAOS INVESTMENT ADVISORS, LLC

Advisory

CHICAGO, IL

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in IL
#1,076
of 1,719 advisers by AUM
Average account
$680K
across 116 accounts
AUM per adviser
$79M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$79M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients116
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, IL, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

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