# Kadisak Financial Services, Inc.

> Kadisak Financial Services, Inc. is a state-registered investment advisory firm in Naperville, IL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 12, 2026.

- CRD: 122895
- Filed as: KADISAK FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: January 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122895
- AdvisorCensus page: https://advisorcensus.com/firm/kadisak-financial-services-inc-naperville-il-122895

## Quick answers

**How is Kadisak Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kadisak Financial Services, 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 Kadisak Financial Services, Inc. located?**
Kadisak Financial Services, Inc.'s principal office is in Naperville, IL, according to its Form ADV.

**Is Kadisak Financial Services, Inc. registered with the SEC or a state?**
Kadisak Financial Services, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 122895.

**How much does Kadisak Financial Services, Inc. manage?**
Kadisak Financial Services, Inc. reports $65,500,000 in regulatory assets under management in its Form ADV filing dated January 12, 2026 (100% discretionary).

**What types of clients does Kadisak Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (23); corporations or other businesses not listed above (3).

**Does Kadisak Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122895

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,500,000
- Discretionary: $65,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $19,700,000 |
| High net worth individuals | 23 | $45,650,000 |
| Corporations or other businesses not listed above | 3 | $150,000 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 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)
- kadisakfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kadisak Financial Services, Inc. (CRD 122895): Form ADV filing data as of October 2026.