# Altman Advisors

> Altman Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 281778
- Filed as: ALTMAN ADVISORS
- Legal name: Altman Advisors, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281778
- AdvisorCensus page: https://advisorcensus.com/firm/altman-advisors-chicago-il-281778

## Quick answers

**How is Altman Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Altman Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Altman Advisors located?**
Altman Advisors' principal office is in Chicago, IL, according to its Form ADV.

**Is Altman Advisors registered with the SEC or a state?**
Altman Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 281778.

**How much does Altman Advisors manage?**
Altman Advisors reports $483,428,278 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Altman Advisors' assets and staff changed since 2021?**
In the Form ADV data for Altman Advisors: Regulatory assets under management: $301,521,499 in the October 2021 data and $483,428,278 in the October 2026 data, up 60%. Total employees: 3 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Altman Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (105); individuals (other than high net worth individuals) (79).

**Which custodians does Altman Advisors use?**
Altman Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Altman Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281778

**What changed in Altman Advisors' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $483,428,278
- Discretionary: $483,428,278
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $19,854,483 |
| High net worth individuals | 105 | $461,471,220 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,102,575 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, GA, IL, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- altmanadvisors.co.il/en
- altmanadvisors.com
- Facebook @altmanadvisors
- LinkedIn @altman-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $301,521,499 | 3 | May 19, 2021 |
| October 2022 | $351,952,810 | 6 | April 21, 2022 |
| October 2023 | $316,877,320 | 9 | May 5, 2023 |
| October 2024 | $372,893,993 | 12 | April 22, 2024 |
| October 2025 | $427,936,128 | 13 | March 31, 2025 |
| October 2026 | $483,428,278 | 13 | July 30, 2026 |

Regulatory assets under management: $301,521,499 in the October 2021 data and $483,428,278 in the October 2026 data, up 60%.
Total employees: 3 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in GA.

### April 2026
- Regulatory assets under management went from $427,936,128 to $483,428,278 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Altman Advisors (CRD 281778): Form ADV filing data as of October 2026.