HEMSLEY ADVISORS, LTD.

RIASEC RegisteredEst. 1994

Total AUM

$638M

Discretionary

$85.1M

13% of AUM

Avg account

$856K

Accounts

745

Employees

5

Advisory reps

5

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 106414
Registered since: July 26, 1994
Website: www.hemsleyadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.85%
Individuals11.93%
Charitable Organizations0.54%
Corporations / Businesses0.41%
Pension & Profit Sharing Plans0.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hemsley Advisors, Ltd. is an independent registered investment adviser organized as a corporation and operating under SEC registration since 1994. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are a mix of assets-under-management, hourly charges and fixed-fee work. The adviser reports it does not position itself as a capital allocator, is not an active ESG investor and is not identified as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities84%
US Government Bonds9%
Public Funds/Mutual Funds6%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

JOANNE HEMSLEY
Chief Financial OfficerCRD 2104858
NICHOLAS MARTIN
Chief Compliance OfficerCRD 7116022

Contacts

3 of 3

Robert DiLegge
ParaplannerCRD 7811847
ALEXANDER HEMSLEY
Financial Planner and Investment AdvisorCRD 6745034
GEORGE HEMSLEY
PrincipalCRD 1103817

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: COOK
Address: 311 S Wacker Dr
Time zone: CT (UTC-6)
Office locations

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