# Nadler Financial Group, Inc.

> Nadler Financial Group, Inc. is an SEC-registered investment advisory firm in Deerfield, IL, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 122617
- Filed as: NADLER FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122617
- AdvisorCensus page: https://advisorcensus.com/firm/nadler-financial-group-inc-deerfield-il-122617

## Quick answers

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

**Is Nadler Financial Group, Inc. registered with the SEC or a state?**
Nadler Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122617.

**How much does Nadler Financial Group, Inc. manage?**
Nadler Financial Group, Inc. reports $2,184,933,190 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Nadler Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Nadler Financial Group, Inc.: Regulatory assets under management: $1,157,530,427 in the October 2021 data and $2,184,933,190 in the October 2026 data, up 89%. Total employees: 18 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nadler Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (589); high net worth individuals (437); corporations or other businesses not listed above (28).

**Which custodians does Nadler Financial Group, Inc. use?**
Nadler Financial Group, 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 Nadler Financial Group, 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/122617

**What changed in Nadler Financial Group, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### 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: $2,184,933,190
- Discretionary: $2,184,933,190
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 589 | $198,040,541 |
| High net worth individuals | 437 | $1,804,552,020 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $51,835,791 |
| Charitable organizations | Fewer than 5 | $731,264 |
| Corporations or other businesses not listed above | 28 | $129,773,574 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 28 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, LA, MA, MD, MN, MO, NC, NH, NY, OH, PA, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nadlerfinancial.com
- LinkedIn @nadler-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,157,530,427 | 18 | March 11, 2021 |
| October 2022 | $1,360,471,292 | 18 | June 6, 2022 |
| October 2023 | $1,315,655,201 | 18 | March 5, 2023 |
| October 2024 | $1,611,449,014 | 20 | May 15, 2024 |
| October 2025 | $1,919,058,570 | 25 | February 22, 2025 |
| October 2026 | $2,184,933,190 | 28 | August 31, 2026 |

Regulatory assets under management: $1,157,530,427 in the October 2021 data and $2,184,933,190 in the October 2026 data, up 89%.
Total employees: 18 in October 2021 and 28 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### August 2026
- Registered or notice-filed in GA.

### April 2026
- Regulatory assets under management went from $1,919,058,570 to $2,184,933,190 (+14%).
- Employees performing advisory functions went from 16 to 18.

### December 2025
- Registered or notice-filed in MN, NC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nadler Financial Group, Inc. (CRD 122617): Form ADV filing data as of October 2026.