# Review Services Inc

> Review Services Inc is an SEC-registered investment advisory firm in Brookfield, WI, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 110277
- Filed as: REVIEW SERVICES INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookfield, WI
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110277
- AdvisorCensus page: https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277

## Quick answers

**How is Review Services Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Review Services Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Review Services Inc charge?**
Its Form ADV Part 2A brochure dated April 24, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.5% a year; Hourly rate: $100 to $300 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Review Services Inc located?**
Review Services Inc's principal office is in Brookfield, WI, according to its Form ADV.

**Is Review Services Inc registered with the SEC or a state?**
Review Services Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110277.

**How much does Review Services Inc manage?**
Review Services Inc reports $227,354,914 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (0% discretionary).

**How have Review Services Inc's assets and staff changed since 2021?**
In the Form ADV data for Review Services Inc: Regulatory assets under management: $157,131,027 in the October 2021 data and $227,354,914 in the October 2026 data, up 45%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Review Services Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (94); individuals (other than high net worth individuals) (79).

**Which custodians does Review Services Inc use?**
Review Services 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 Review 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 SEC record: https://adviserinfo.sec.gov/firm/summary/110277

**Does Review Services Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 24, 2026 says: "RSI usually does not require a minimum account size before accepting accounts for its various management services."

**What changed in Review Services Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $189,210,196 to $227,354,914 (+20%).

## From the Form ADV filing

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

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

- Up to $1,000,000: 1% a year
- $1,000,000 to $2,000,000: 0.75% a year
- Above $2,000,000: 0.5% a year

> The firm's range of fees follows: Value of Assets Annual Fee Under Management Percentages First $1,000,000 1.00 % Next $1,000,000 0.75 % Over $2,000,000 0.50 %

- Account minimum: None

> RSI usually does not require a minimum account size before accepting accounts for its various management services.

- Hourly rate: $100 to $300 an hour (Consulting Services)

> RSI may also charge an hourly rate which will vary from $100 to $300 per hour.

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: $227,354,914
- Discretionary: $0
- Non-discretionary: $227,354,914

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $44,473,897 |
| High net worth individuals | 94 | $182,881,017 |

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

### Firm details
- Registered since: 1991 (35 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reviewservicesinc.com
- LinkedIn @REVIEW-SERVICES-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,131,027 | 3 | May 14, 2021 |
| October 2022 | $172,058,559 | 3 | May 26, 2022 |
| October 2023 | $159,319,424 | 3 | September 5, 2023 |
| October 2024 | $176,735,267 | 3 | May 15, 2024 |
| October 2025 | $189,210,196 | 3 | May 6, 2025 |
| October 2026 | $227,354,914 | 3 | April 24, 2026 |

Regulatory assets under management: $157,131,027 in the October 2021 data and $227,354,914 in the October 2026 data, up 45%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $189,210,196 to $227,354,914 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Review Services Inc (CRD 110277): Form ADV filing data as of October 2026.