{ "crd_number": 106505, "slug": "segall-bryant-and-hamill-chicago-il-106505", "primary_business_name": "SEGALL BRYANT & HAMILL", "legal_name": "SEGALL BRYANT & HAMILL, LLC", "dbas": [ "CI SBH ASSET MANAGEMENT", "CI SEGALL BRYANT & HAMILL ASSET MANAGEMENT" ], "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": "1994-08-10", "years_registered": 32, "period": "2026-10-01", "filing_date": "2026-07-13", "carried_forward": false, "raum_total": 22636030345.0, "raum_discretionary": 22621553988.0, "raum_non_discretionary": 14476357.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 161, "advisory_employees": 51, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 873218336.0, "count": 37, "description": "UNION PENSION HEALTH & WELFARE PLANS" }, "charitable": { "raum": 1338759995.0, "count": 88 }, "individuals": { "raum": 1655269277.0, "count": 5156 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 1902444806.0, "count": 28 }, "insurance_companies": { "raum": 2751674157.0, "count": 13 }, "investment_companies": { "raum": 4074534815.0, "count": 22 }, "pension_profit_sharing": { "raum": 3696563179.0, "count": 102 }, "other_investment_advisers": { "raum": 2217403935.0, "count": 35 }, "high_net_worth_individuals": { "raum": 1032192505.0, "count": 181 }, "pooled_investment_vehicles": { "raum": 1561257506.0, "count": 14 }, "corporations_other_businesses": { "raum": 1532711834.0, "count": 67 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AK", "AL", "AR", "AZ", "CA", "CO", "CT", "DC", "DE", "FL", "GA", "HI", "IA", "ID", "IL", "IN", "KS", "KY", "LA", "MA", "MD", "ME", "MI", "MN", "MO", "MS", "MT", "NC", "ND", "NE", "NH", "NJ", "NM", "NV", "NY", "OH", "OK", "OR", "PA", "PR", "RI", "SC", "SD", "TN", "TX", "UT", "VA", "VT", "WA", "WI", "WV", "WY" ], "websites": [ "https://cisbh.com", "https://linkedin.com/company/segall-bryant-&-hamill" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106505", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/segall-bryant-and-hamill-chicago-il-106505", "display_name": "Segall Bryant & Hamill", "summary": "Segall Bryant & Hamill is an SEC-registered investment advisory firm in Chicago, IL, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.", "citation": "AdvisorCensus. Segall Bryant & Hamill (CRD 106505): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Segall Bryant & Hamill compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Segall Bryant & Hamill reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Segall Bryant & Hamill located?", "a": "Segall Bryant & Hamill's principal office is in Chicago, IL, according to its Form ADV; the August 2026 filing also lists 4 other offices (Schedule D, Section 1.F)." }, { "q": "Is Segall Bryant & Hamill registered with the SEC or a state?", "a": "Segall Bryant & Hamill is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106505." }, { "q": "How much does Segall Bryant & Hamill manage?", "a": "Segall Bryant & Hamill reports $22,636,030,345 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary)." }, { "q": "How have Segall Bryant & Hamill's assets and staff changed since 2021?", "a": "In the Form ADV data for Segall Bryant & Hamill: Regulatory assets under management: $22,890,772,422 in the October 2021 data and $22,636,030,345 in the October 2026 data, down 1%. Total employees: 116 in October 2021 and 161 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Segall Bryant & Hamill serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,156); high net worth individuals (181); pension and profit sharing plans (but not the plan participants or government pension plans) (102)." }, { "q": "Which custodians does Segall Bryant & Hamill use?", "a": "Segall Bryant & Hamill's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, Brown Brothers & Harriman & Co., J.P. Morgan Securities LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Segall Bryant & Hamill 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/106505" }, { "q": "What changed in Segall Bryant & Hamill's recent Form ADV filings?", "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 22890772422.0, "total_employees": 116, "filing_date": "2021-05-11" }, { "period": "2022-10-01", "regulatory_assets_under_management": 25642773736.0, "total_employees": 119, "filing_date": "2022-07-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 15434620764.0, "total_employees": 124, "filing_date": "2023-08-08" }, { "period": "2024-10-01", "regulatory_assets_under_management": 17210594070.0, "total_employees": 110, "filing_date": "2024-07-19" }, { "period": "2025-10-01", "regulatory_assets_under_management": 21267060906.0, "total_employees": 98, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 22636030345.0, "total_employees": 161, "filing_date": "2026-07-13" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name CI SBH Asset Management.", "Employees performing advisory functions went from 50 to 51.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon Securities Corporation", "name_as_filed": "BNY MELLON SECURITIES CORPORATION", "affiliated": false }, { "name": "Brown Brothers & Harriman & Co.", "name_as_filed": "BROWN BROTHERS & HARRIMAN & CO.", "affiliated": false }, { "name": "J.P. Morgan Securities LLC", "name_as_filed": "J.P. MORGAN SECURITIES LLC", "affiliated": false }, { "name": "Northern Trust Securities, Inc.", "name_as_filed": "NORTHERN TRUST SECURITIES, INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/segall-bryant-and-hamill-chicago-il-106505.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 5156, "fewer_than_5": false, "raum": 1655269277.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 181, "fewer_than_5": false, "raum": 1032192505.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 22, "fewer_than_5": false, "raum": 4074534815.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 14, "fewer_than_5": false, "raum": 1561257506.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 102, "fewer_than_5": false, "raum": 3696563179.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 88, "fewer_than_5": false, "raum": 1338759995.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 28, "fewer_than_5": false, "raum": 1902444806.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 35, "fewer_than_5": false, "raum": 2217403935.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 13, "fewer_than_5": false, "raum": 2751674157.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 67, "fewer_than_5": false, "raum": 1532711834.0 }, { "type": "other", "label": "Other", "count": 37, "fewer_than_5": false, "raum": 873218336.0 } ], "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/106505", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }