{ "crd_number": 307739, "slug": "manifest-chicago-il-307739", "primary_business_name": "MANIFEST", "legal_name": "MANIFESTHQ ADVISORS LLC", "dbas": [ "MANIFEST", "MANIFEST GROUP", "MANIFEST LEDGER", "MANIFESTHQ", "MANIFESTHQ ADVISORS LLC" ], "city": "Chicago", "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": "2020-04-15", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": null, "raum_discretionary": null, "raum_non_discretionary": null, "raum_band": "not_reported", "raum_band_label": "Not reported", "total_employees": 12, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 0.0, "count": null }, "high_net_worth_individuals": { "raum": 0.0, "count": null }, "corporations_other_businesses": { "raum": 0.0, "count": 7 } }, "compensation_types": [ "fixed" ], "advisory_activities": [ "educational_seminars", "financial_planning", "pension_consulting", "periodicals_newsletters", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "IL" ], "websites": [ "https://blog.usemanifest.com", "https://facebook.com/manifesthq/followers", "https://facebook.com/usemanifesthq", "https://instagram.com/usemanifest", "https://linkedin.com/company/usemanifest", "https://manifest.helpscoutdocs.com", "https://manifestledger.com", "https://secure.usemanifest.com", "https://tiktok.com/@usemanifest", "https://twitter.com/usemanifest", "https://usemanifest.ck.page/thenest", "https://usemanifest.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307739", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/manifest-chicago-il-307739", "display_name": "Manifest", "summary": "Manifest is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Manifest (CRD 307739): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops" ], "quick_answers": [ { "q": "How is Manifest compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Manifest reports these compensation arrangements: fixed fees (other than subscription fees)." }, { "q": "Where is Manifest located?", "a": "Manifest's principal office is in Chicago, IL, according to its Form ADV." }, { "q": "Is Manifest registered with the SEC or a state?", "a": "Manifest is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307739." }, { "q": "How have Manifest's assets and staff changed since 2021?", "a": "In the Form ADV data for Manifest: Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Manifest serve?", "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (7)." }, { "q": "Does Manifest 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/307739" }, { "q": "What changed in Manifest's recent Form ADV filings?", "a": "In the April 2026 filing data: Added the business name Manifest Group." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": 10, "filing_date": "2021-07-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": 10, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": 10, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": 12, "filing_date": "2024-03-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": 12, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": null, "total_employees": 12, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Manifest Group." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/manifest-chicago-il-307739.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 7, "fewer_than_5": false, "raum": 0.0 } ], "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/307739", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }