Estate & Trust Advisors, Inc.
● SEC registered since 2006CRD 123802SEC# 801-67028Riverwoods, IL
Reg. AUM
$256.5M
Employees
6
Accounts
720
Location
Riverwoods, IL
Estate & Trust Advisors, Inc. assets under management
Estate & Trust Advisors, Inc. operates as an SEC-registered investment adviser based in Riverwoods, IL. The firm has been registered since 2006. It reports $256.5 million in regulatory assets under management and employs 6 people.
Estate & Trust Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Madison Control | Vice President | 10-25% | 2018 |
| Jordan M Jacobs Control | Senior Vice President | 25-50% | 2018 |
| Mark Jeffrey Schwartz Control | President & Chief Compliance Officer | 25-50% | 1997 |
Frequently asked questions
How much does Estate & Trust Advisors, Inc. manage?
Estate & Trust Advisors, Inc. reports $256.5 million in regulatory assets under management on its Form ADV.
How many employees does Estate & Trust Advisors, Inc. have?
Estate & Trust Advisors, Inc. reports 6 employees.
Where is Estate & Trust Advisors, Inc. located?
Estate & Trust Advisors, Inc. is based in Riverwoods, IL and has been SEC-registered since 2006.
Does Estate & Trust Advisors, Inc. disclose fund performance?
Estate & Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2610 Lake Cook Road, Suite 190, Riverwoods, IL 60015 |
| Phone | 847-441-4600 |
| Fax | 847-441-4605 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$256.5Mregulatory AUM
Discretionary $255.2MNon-discretionary $1.3M