# Hemsley Advisors, Ltd.

> Hemsley Advisors, Ltd. is an SEC-registered investment advisory firm in Chicago, IL, registered since 1994, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 106414
- Filed as: HEMSLEY ADVISORS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106414
- AdvisorCensus page: https://advisorcensus.com/firm/hemsley-advisors-ltd-chicago-il-106414

## Quick answers

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

**Where is Hemsley Advisors, Ltd. located?**
Hemsley Advisors, Ltd.'s principal office is in Chicago, IL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hemsley Advisors, Ltd. registered with the SEC or a state?**
Hemsley Advisors, Ltd. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106414.

**How much does Hemsley Advisors, Ltd. manage?**
Hemsley Advisors, Ltd. reports $638,060,823 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (13% discretionary).

**How have Hemsley Advisors, Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Hemsley Advisors, Ltd.: Regulatory assets under management: $382,908,004 in the October 2021 data and $638,060,823 in the October 2026 data, up 67%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hemsley Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (127).

**Which custodians does Hemsley Advisors, Ltd. use?**
Hemsley Advisors, Ltd.'s 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 Hemsley Advisors, Ltd. 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/106414

**What changed in Hemsley Advisors, Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $541,045,554 to $638,060,823 (+18%). Registered or notice-filed in MA, NY, OH.

## 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: $638,060,823
- Discretionary: $85,145,308
- Non-discretionary: $552,915,515

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $76,120,275 |
| High net worth individuals | 127 | $554,159,038 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,713,257 |
| Charitable organizations | Fewer than 5 | $3,455,455 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,612,798 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, LA, MA, MI, NH, NY, OH, RI, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Barrington, IL

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $382,908,004 | 4 | March 31, 2021 |
| October 2022 | $455,038,451 | 4 | March 31, 2022 |
| October 2023 | $431,102,253 | 4 | March 31, 2023 |
| October 2024 | $478,771,737 | 5 | March 29, 2024 |
| October 2025 | $541,045,554 | 5 | March 31, 2025 |
| October 2026 | $638,060,823 | 5 | April 21, 2026 |

Regulatory assets under management: $382,908,004 in the October 2021 data and $638,060,823 in the October 2026 data, up 67%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $541,045,554 to $638,060,823 (+18%).
- Registered or notice-filed in MA, NY, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hemsley Advisors, Ltd. (CRD 106414): Form ADV filing data as of October 2026.