# 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.

- CRD: 107694
- Filed as: MEDIQUS ASSET ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107694
- AdvisorCensus page: https://advisorcensus.com/firm/mediqus-asset-advisors-inc-chicago-il-107694

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: 1% of assets a year

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,456,099,307
- Discretionary: $1,456,099,307
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 409 | $83,819,348 |
| High net worth individuals | 302 | $933,355,522 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $59,604,102 |
| Charitable organizations | 67 | $176,056,421 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 38 | $203,263,914 |
| Other | Not reported | $0 |

### 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

### Firm details
- Registered since: 1995 (31 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mediqus.com](https://mediqus.com)
- LinkedIn @mediqus-asset-advisors-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,163,749,235 | 10 | August 18, 2021 |
| October 2022 | $1,312,508,563 | 11 | March 21, 2022 |
| October 2023 | $1,083,824,477 | 11 | May 18, 2023 |
| October 2024 | $1,252,890,735 | 11 | April 3, 2024 |
| October 2025 | $1,301,315,357 | 10 | May 13, 2025 |
| October 2026 | $1,456,099,307 | 11 | March 24, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mediqus Asset Advisors, Inc. (CRD 107694): Form ADV filing data as of October 2026.