# Kakis Financial Services Inc.

> Kakis Financial Services Inc. is a state-registered investment advisory firm in Des Plaines, IL, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 27, 2025.

- CRD: 142741
- Filed as: KAKIS FINANCIAL SERVICES INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Des Plaines, IL
- Filing period: October 2026
- Form ADV filing dated: May 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142741
- AdvisorCensus page: https://advisorcensus.com/firm/kakis-financial-services-inc-des-plaines-il-142741

## Quick answers

**How is Kakis Financial Services Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kakis Financial Services Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kakis Financial Services Inc. located?**
Kakis Financial Services Inc.'s principal office is in Des Plaines, IL, according to its Form ADV.

**Is Kakis Financial Services Inc. registered with the SEC or a state?**
Kakis Financial Services Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 142741.

**How much does Kakis Financial Services Inc. manage?**
Kakis Financial Services Inc. reports $45,971,648 in regulatory assets under management in its Form ADV filing dated May 27, 2025 (100% discretionary).

**What types of clients does Kakis Financial Services Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (17).

**Does Kakis 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/142741

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $45,971,648
- Discretionary: $45,971,648
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $7,940,159 |
| High net worth individuals | 17 | $38,031,489 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kakis Financial Services Inc. (CRD 142741): Form ADV filing data as of October 2026.