# Hinsdale Associates

> 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.

- CRD: 108293
- Filed as: HINSDALE ASSOCIATES
- Legal name: Hinsdale Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hinsdale, IL
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108293
- AdvisorCensus page: https://advisorcensus.com/firm/hinsdale-associates-hinsdale-il-108293

## Quick answers

**How is Hinsdale Associates compensated?**
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).

**Where is Hinsdale Associates located?**
Hinsdale Associates' principal office is in Hinsdale, IL, according to its Form ADV.

**Is Hinsdale Associates registered with the SEC or a state?**
Hinsdale Associates is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 108293.

**How much does Hinsdale Associates manage?**
Hinsdale Associates reports $120,116,270 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Hinsdale Associates' assets and staff changed since 2021?**
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.

**What types of clients does Hinsdale Associates serve?**
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).

**Does Hinsdale Associates 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/108293

**Does Hinsdale Associates state an account minimum?**
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"

## 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 February 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $120,116,270
- Discretionary: $120,116,270
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $34,687,640 |
| High net worth individuals | 37 | $85,187,366 |
| Charitable organizations | 2 | $241,264 |

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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hinsdaleassociates.com](https://hinsdaleassociates.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,910,323 | 4 | July 9, 2021 |
| October 2022 | $129,060,448 | 4 | July 19, 2022 |
| October 2023 | $110,291,302 | 4 | March 21, 2023 |
| October 2024 | $112,306,829 | 2 | March 27, 2024 |
| October 2025 | $109,728,381 | 2 | March 20, 2025 |
| October 2026 | $120,116,270 | 2 | February 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hinsdale Associates (CRD 108293): Form ADV filing data as of October 2026.
