AdvisorCensus / Financial advisors / Illinois / Chicago / Feldman, Ingardona & Co
Feldman, Ingardona & Co is an SEC-registered investment advisory firm in Downers Grove, IL, registered since 1997, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.
Quick answers
From the filingHow is Feldman, Ingardona & Co compensated?
On its Form ADV (Item 5.E, October 2026), Feldman, Ingardona & Co reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Feldman, Ingardona & Co charge?
Its Form ADV Part 2A brochure dated September 16, 2025 states: Up to $2,000,000: 0.8% a year; $2,000,000 to $5,000,000: 0.5% a year; $5,000,000 to $25,000,000: 0.4% a year; Above $25,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Feldman, Ingardona & Co located?
Feldman, Ingardona & Co's principal office is in Downers Grove, IL, according to its Form ADV.
Is Feldman, Ingardona & Co registered with the SEC or a state?
Feldman, Ingardona & Co is an SEC-registered investment advisory firm, registered since 1997. Status as filed: Approved. CRD 29449.
How much does Feldman, Ingardona & Co manage?
Feldman, Ingardona & Co reports $1,991,481,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (69% discretionary).
How have Feldman, Ingardona & Co's assets and staff changed since 2021?
In the Form ADV data for Feldman, Ingardona & Co: Regulatory assets under management: $2,840,836,000 in the October 2021 data and $1,991,481,000 in the October 2026 data, down 30%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Feldman, Ingardona & Co serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (179); corporations or other businesses not listed above (5).
Which custodians does Feldman, Ingardona & Co use?
Feldman, Ingardona & Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Feldman, Ingardona & Co 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/29449
What changed in Feldman, Ingardona & Co's recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $1,733,566,000 to $1,991,481,000 (+15%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 0.8% |
| $2,000,000 to $5,000,000 | 0.5% |
| $5,000,000 to $25,000,000 | 0.4% |
| Above $25,000,000 | 0.3% |
The brochure's wording
On the first $2,000,000 0.80% On the next $3,000,000 0.50% On the next $20,000,000 0.40% On all amounts in excess of $25,000,000 0.30%
As stated in the firm's Form ADV Part 2A brochure dated September 16, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,991,481,000 as of October 2026, filing dated September 14, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1997 (28 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,991,481,000 | 6 | September 14, 2026 |
| October 2025 | $1,514,856,000 | 6 | January 2, 2025 |
| October 2024 | $1,514,856,000 | 6 | September 24, 2024 |
| October 2023 | $2,639,019,000 | 5 | September 18, 2023 |
| October 2022 | $2,490,094,000 | 4 | September 14, 2022 |
| October 2021 | $2,840,836,000 | 3 | September 22, 2021 |
Regulatory assets under management: $2,840,836,000 in the October 2021 data and $1,991,481,000 in the October 2026 data, down 30%.
Total employees: 3 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $1,733,566,000 to $1,991,481,000 (+15%).
- December 2025
- Regulatory assets under management went from $1,514,856,000 to $1,733,566,000 (+14%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Feldman, Ingardona & Co (CRD 29449): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/feldman-ingardona-and-co-downers-grove-il-29449