# Friedlander & Co Inc

> Friedlander & Co Inc is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 1982, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 105150
- Filed as: FRIEDLANDER & CO INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105150
- AdvisorCensus page: https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150

## Quick answers

**How is Friedlander & Co Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Friedlander & Co Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Friedlander & Co Inc located?**
Friedlander & Co Inc's principal office is in Milwaukee, WI, according to its Form ADV.

**Is Friedlander & Co Inc registered with the SEC or a state?**
Friedlander & Co Inc is an SEC-registered investment advisory firm, registered since 1982. Status as filed: Approved. CRD 105150.

**How much does Friedlander & Co Inc manage?**
Friedlander & Co Inc reports $564,847,487 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (3% discretionary).

**How have Friedlander & Co Inc's assets and staff changed since 2021?**
In the Form ADV data for Friedlander & Co Inc: Regulatory assets under management: $375,265,598 in the October 2021 data and $564,847,487 in the October 2026 data, up 51%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Friedlander & Co Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); charitable organizations (5).

**Which custodians does Friedlander & Co Inc use?**
Friedlander & Co Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC and Robert W. Baird & Co. Incorporated as custodians holding 10% or more of its separately managed account assets.

**Does Friedlander & Co Inc 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/105150

**What changed in Friedlander & Co Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $502,825,694 to $564,847,487 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- RBC Capital Markets, LLC
- Robert W. Baird & Co. Incorporated

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: $564,847,487
- Discretionary: $16,598,568
- Non-discretionary: $548,248,919

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 26 | $514,111,865 |
| Charitable organizations | 5 | $50,735,622 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1982 (44 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $375,265,598 | 1 | February 19, 2021 |
| October 2022 | $443,216,159 | 1 | February 21, 2022 |
| October 2023 | $402,937,076 | 1 | March 23, 2023 |
| October 2024 | $452,985,282 | 1 | February 15, 2024 |
| October 2025 | $502,825,694 | 1 | February 27, 2025 |
| October 2026 | $564,847,487 | 1 | February 20, 2026 |

Regulatory assets under management: $375,265,598 in the October 2021 data and $564,847,487 in the October 2026 data, up 51%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $502,825,694 to $564,847,487 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Friedlander & Co Inc (CRD 105150): Form ADV filing data as of October 2026.