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THE CHANGE ADVISORY GROUP, LLC

Advisory

IL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,091
of 1,719 advisers by AUM
Average account
$1M
across 64 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$75M
Discretionary %
100%
Clients
64
Employees
3

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$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients64
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, TX
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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