Taiber, Kosmala & Associates, LLC
● SEC registered since 2012CRD 161703SEC# 801-76838Chicago, IL
Reg. AUM
$716.7M
Employees
18
Accounts
16
Location
Chicago, IL
About Taiber, Kosmala & Associates
Taiber Kosmala & Associates provides independent investment research and consulting for institutions, wealth advisers, family offices, and nonprofit or retirement plans. It uses original research, manager due diligence, and technology to build customized investment programs.
Summary based on the firm’s website.
Taiber, Kosmala & Associates, LLC assets under management
Taiber, Kosmala & Associates, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2012. It reports $716.7 million in regulatory assets under management and employs 18 people.
Taiber, Kosmala & Associates, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph David Taiber Control | Member | 50-75% | 2012 |
| Phillip John Kosmala Control | Managing Member | 50-75% | 2012 |
| Phillip John Kosmala Control | Chief Compliance Officer | 50-75% | 2012 |
Frequently asked questions
How much does Taiber, Kosmala & Associates, LLC manage?
Taiber, Kosmala & Associates, LLC reports $716.7 million in regulatory assets under management on its Form ADV.
How many employees does Taiber, Kosmala & Associates, LLC have?
Taiber, Kosmala & Associates, LLC reports 18 employees.
Where is Taiber, Kosmala & Associates, LLC located?
Taiber, Kosmala & Associates, LLC is based in Chicago, IL and has been SEC-registered since 2012.
Does Taiber, Kosmala & Associates, LLC disclose fund performance?
Taiber, Kosmala & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 225 W Randolph St, Suite 3050, Chicago, IL 60606 |
| Phone | 312-300-4781 |
| Fax | 312-300-4770 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$716.7M▲ 43%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,369 advisers
EmployeesTop 26%
More than 74% of 16,804 advisers
Assets under management
$716.7Mregulatory AUM
Discretionary $716.7M