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Financial Design Studio, Inc.

● SEC registered since 2025CRD 286686SEC# 801-134607Deer Park, IL
Export (members)
Reg. AUM
$105.5M
Employees
4
Accounts
452
Location
Deer Park, IL

Financial Design Studio, Inc. assets under management

Financial Design Studio, Inc. operates as an SEC-registered investment adviser based in Deer Park, IL. The firm has been registered since 2025. It reports $105.5 million in regulatory assets under management and employs 4 people.

Financial Design Studio, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Michelle Lynn Smalenberger ControlChief Executive Officer25-50%2017
Robert David Stoll ControlChief Compliance Officer25-50%2019
Stephen Michael Smalenberger ControlChief Financial Officer25-50%2019
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Frequently asked questions

How much does Financial Design Studio, Inc. manage?

Financial Design Studio, Inc. reports $105.5 million in regulatory assets under management on its Form ADV.

How many employees does Financial Design Studio, Inc. have?

Financial Design Studio, Inc. reports 4 employees.

Where is Financial Design Studio, Inc. located?

Financial Design Studio, Inc. is based in Deer Park, IL and has been SEC-registered since 2025.

Does Financial Design Studio, Inc. disclose fund performance?

Financial Design Studio, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21660 West Field Parkway, Suite 118, Deer Park, IL 60010
Phone(847) 238-8050
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$105.5MNo change
Sep '25 — $105MOct '25 — $105MNov '25 — $105MDec '25 — $105MJan '26 — $105MFeb '26 — $105.5MMar '26 — $105.5MApr '26 — $105.5MMay '26 — $105.5MJun '26 — $105.5M
Sep '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$105.5Mregulatory AUM
Discretionary $105.5M