AdvisorCensus / Financial advisors / Illinois / Chicago / Mediqus Asset Advisors, Inc.
Mediqus Asset Advisors, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.
Quick answers
From the filingHow is Mediqus Asset Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Mediqus Asset Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.
How much does Mediqus Asset Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: 1% of assets a year; Flat fee: $500 to $5,000 (financial planning services); Subscription: up to $5,000 a year (annual consultation service). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Mediqus Asset Advisors, Inc. located?
Mediqus Asset Advisors, Inc.'s principal office is in Chicago, IL, according to its Form ADV.
Is Mediqus Asset Advisors, Inc. registered with the SEC or a state?
Mediqus Asset Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107694.
How much does Mediqus Asset Advisors, Inc. manage?
Mediqus Asset Advisors, Inc. reports $1,456,099,307 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).
How have Mediqus Asset Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Mediqus Asset Advisors, Inc.: Regulatory assets under management: $1,163,749,235 in the October 2021 data and $1,456,099,307 in the October 2026 data, up 25%. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mediqus Asset Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (409); high net worth individuals (302); charitable organizations (67).
Which custodians does Mediqus Asset Advisors, Inc. use?
Mediqus Asset Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Mediqus Asset Advisors, Inc. 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/107694
What changed in Mediqus Asset Advisors, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,301,315,357 to $1,456,099,307 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% of assets a year
The brochure's wording
Our annual fee for these services is 1.00% of your account balance, billed quarterly, in arrears, at the end of each quarter.
Flat fee: $500 to $5,000 (financial planning services)
The brochure's wording
Our financial planning services are also provided for a fee. We charge a flat fee calculated on the complexity of your situation and the amount of time we estimate it will take to complete the analysis. Fees for this service vary between $500 and $5,000.
Subscription: up to $5,000 a year (annual consultation service)
The brochure's wording
MEDIQUS also provides an annual consultation service for you if you received a full or partial financial analysis and need continuing access to our services. The annual consultation fee ranges up to $5,000 per year.
As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,456,099,307 as of October 2026, filing dated March 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1995 (31 years)
- Employees
- Total: 11. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
29 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,456,099,307 | 11 | March 24, 2026 |
| October 2025 | $1,301,315,357 | 10 | May 13, 2025 |
| October 2024 | $1,252,890,735 | 11 | April 3, 2024 |
| October 2023 | $1,083,824,477 | 11 | May 18, 2023 |
| October 2022 | $1,312,508,563 | 11 | March 21, 2022 |
| October 2021 | $1,163,749,235 | 10 | August 18, 2021 |
Regulatory assets under management: $1,163,749,235 in the October 2021 data and $1,456,099,307 in the October 2026 data, up 25%.
Total employees: 10 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,301,315,357 to $1,456,099,307 (+12%).
- January 2026
- No longer registered or notice-filed in AR, IA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mediqus Asset Advisors, Inc. (CRD 107694): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mediqus-asset-advisors-inc-chicago-il-107694