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FORT SHERIDAN ADVISORS LLC

HIGHLAND PARK, IL · CRD 151139 · IAPD ↗ · 847-559-9700

$1.03BRegulatory AUM
7Advisory reps
10Employees
0Clients
0Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — FORT SHERIDAN ADVISORS LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — FORT SHERIDAN ADVISORS LLC crossed $1B in regulatory AUM ($908.9M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
66
April 2025 — FORT SHERIDAN ADVISORS LLC reported RAUM up 40% ($647.9M -> $908.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2025 — FORT SHERIDAN ADVISORS LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — FORT SHERIDAN ADVISORS LLC crossed $500M in regulatory AUM ($409.8M -> $647.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — FORT SHERIDAN ADVISORS LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
47
February 2024 — FORT SHERIDAN ADVISORS LLC notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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