{
  "crd_number": 108293,
  "slug": "hinsdale-associates-hinsdale-il-108293",
  "primary_business_name": "HINSDALE ASSOCIATES",
  "legal_name": "HINSDALE ASSOCIATES, INC.",
  "dbas": [],
  "city": "Hinsdale",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-05-04",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 120116270.0,
  "raum_discretionary": 120116270.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 241264.0,
      "count": 2
    },
    "individuals": {
      "raum": 34687640.0,
      "count": 116
    },
    "high_net_worth_individuals": {
      "raum": 85187366.0,
      "count": 37
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://hinsdaleassociates.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108293",
  "city_as_filed": "HINSDALE",
  "url": "https://advisorcensus.com/firm/hinsdale-associates-hinsdale-il-108293",
  "display_name": "Hinsdale Associates",
  "summary": "Hinsdale Associates is an SEC-registered investment advisory firm in Hinsdale, IL, registered since 1983, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Hinsdale Associates (CRD 108293): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Hinsdale Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hinsdale Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Hinsdale Associates located?",
      "a": "Hinsdale Associates' principal office is in Hinsdale, IL, according to its Form ADV."
    },
    {
      "q": "Is Hinsdale Associates registered with the SEC or a state?",
      "a": "Hinsdale Associates is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 108293."
    },
    {
      "q": "How much does Hinsdale Associates manage?",
      "a": "Hinsdale Associates reports $120,116,270 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Hinsdale Associates' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hinsdale Associates: Regulatory assets under management: $124,910,323 in the October 2021 data and $120,116,270 in the October 2026 data, down 4%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hinsdale Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (37); charitable organizations (2)."
    },
    {
      "q": "Does Hinsdale Associates report any disciplinary disclosures?",
      "a": "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/108293"
    },
    {
      "q": "Does Hinsdale Associates state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"We typically require a minimum account size of $100,000 to initiate advisory services. Hinsdale has the discretion to waive the account minimum at the Firm’s discretion\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 124910323.0,
      "total_employees": 4,
      "filing_date": "2021-07-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 129060448.0,
      "total_employees": 4,
      "filing_date": "2022-07-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 110291302.0,
      "total_employees": 4,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 112306829.0,
      "total_employees": 2,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 109728381.0,
      "total_employees": 2,
      "filing_date": "2025-03-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 120116270.0,
      "total_employees": 2,
      "filing_date": "2026-02-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We typically require a minimum account size of $100,000 to initiate advisory services. Hinsdale has the discretion to waive the account minimum at the Firm’s discretion"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We typically require a minimum account size of $100,000 to initiate advisory services. Hinsdale has the discretion to waive the account minimum at the Firm’s discretion"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hinsdale-associates-hinsdale-il-108293.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 34687640.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 85187366.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 241264.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108293",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}