Know Your Options LLC
● SEC registered since 2015CRD 153641SEC# 801-92177Chicago, IL
Reg. AUM
$388.8M
Employees
15
Accounts
1,123
Location
Chicago, IL
Know Your Options LLC assets under management
Know Your Options LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2015. It reports $388.8 million in regulatory assets under management and employs 15 people.
Know Your Options LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Schwartz Control | Member | 25-50% | 2012 |
| Timothy M Webb Control | Cio, Cco | 50-75% | 2013 |
Frequently asked questions
How much does Know Your Options LLC manage?
Know Your Options LLC reports $388.8 million in regulatory assets under management on its Form ADV.
How many employees does Know Your Options LLC have?
Know Your Options LLC reports 15 employees.
Where is Know Your Options LLC located?
Know Your Options LLC is based in Chicago, IL and has been SEC-registered since 2015.
Does Know Your Options LLC disclose fund performance?
Know Your Options LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 318 W Adams St, 10th Floor, Chicago, IL 60606 |
| Phone | 866-903-1822 |
| Fax | 312-277-7180 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$388.8M▲ 53%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$388.8Mregulatory AUM
Discretionary $176.8MNon-discretionary $212M