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SEGALL BRYANT & HAMILL

CHICAGO, IL · CRD 106505 · IAPD ↗ · 1-800-836-4265

$22.64BRegulatory AUM
51Advisory reps
161Employees
18Clients
n/aPlanning clients
5Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2024 — SEGALL BRYANT & HAMILL added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
June 2024 — SEGALL BRYANT & HAMILL grew from 46 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — SEGALL BRYANT & HAMILL changed its website from sbhic.com to sbhfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — SEGALL BRYANT & HAMILL shrank from 60 to 46 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.