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FINANCIAL DESIGN STUDIO, INC.

DEER PARK, IL · CRD 286686 · IAPD ↗ · (847) 238-8050

$105.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
August 2026 — FINANCIAL DESIGN STUDIO, INC. now reports custody of client assets ($41.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
December 2025 — FINANCIAL DESIGN STUDIO, INC. (DEER PARK, IL) is newly SEC-registered with $105.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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