# 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.

- CRD: 29449
- Filed as: FELDMAN, INGARDONA & CO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downers Grove, IL
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/29449
- AdvisorCensus page: https://advisorcensus.com/firm/feldman-ingardona-and-co-downers-grove-il-29449

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated September 16, 2025)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $1,991,481,000
- Discretionary: $1,378,535,000
- Non-discretionary: $612,946,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 179 | $1,810,972,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,800,000 |
| Charitable organizations | Fewer than 5 | $18,988,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $149,721,000 |

### 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)

### Firm details
- Registered since: 1997 (28 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MI, MT, NC, NM, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feldmaningardona.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,840,836,000 | 3 | September 22, 2021 |
| October 2022 | $2,490,094,000 | 4 | September 14, 2022 |
| October 2023 | $2,639,019,000 | 5 | September 18, 2023 |
| October 2024 | $1,514,856,000 | 6 | September 24, 2024 |
| October 2025 | $1,514,856,000 | 6 | January 2, 2025 |
| October 2026 | $1,991,481,000 | 6 | September 14, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Feldman, Ingardona & Co (CRD 29449): Form ADV filing data as of October 2026.