# Segall Bryant & Hamill

> 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.

- CRD: 106505
- Filed as: SEGALL BRYANT & HAMILL
- Legal name: Segall Bryant & Hamill, LLC
- Also doing business as: CI SBH ASSET MANAGEMENT, CI SEGALL BRYANT & HAMILL ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106505
- AdvisorCensus page: https://advisorcensus.com/firm/segall-bryant-and-hamill-chicago-il-106505

## Quick answers

**How is Segall Bryant & Hamill compensated?**
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.

**Where is Segall Bryant & Hamill located?**
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).

**Is Segall Bryant & Hamill registered with the SEC or a state?**
Segall Bryant & Hamill is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106505.

**How much does Segall Bryant & Hamill manage?**
Segall Bryant & Hamill reports $22,636,030,345 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Segall Bryant & Hamill's assets and staff changed since 2021?**
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.

**What types of clients does Segall Bryant & Hamill serve?**
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).

**Which custodians does Segall Bryant & Hamill use?**
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.

**Does Segall Bryant & Hamill 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/106505

**What changed in Segall Bryant & Hamill's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation
- Brown Brothers & Harriman & Co.
- J.P. Morgan Securities LLC
- Northern Trust Securities, 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: $22,636,030,345
- Discretionary: $22,621,553,988
- Non-discretionary: $14,476,357

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,156 | $1,655,269,277 |
| High net worth individuals | 181 | $1,032,192,505 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 22 | $4,074,534,815 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $1,561,257,506 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 102 | $3,696,563,179 |
| Charitable organizations | 88 | $1,338,759,995 |
| State or municipal government entities (including government pension plans) | 28 | $1,902,444,806 |
| Other investment advisers | 35 | $2,217,403,935 |
| Insurance companies | 13 | $2,751,674,157 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 67 | $1,532,711,834 |
| Other | 37 | $873,218,336 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1994 (32 years)
- Employees: 161 total, 51 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Ardmore, PA
- Chesterfield, MO
- Denver, CO
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- cisbh.com
- LinkedIn @segall-bryant-&-hamill

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $22,890,772,422 | 116 | May 11, 2021 |
| October 2022 | $25,642,773,736 | 119 | July 1, 2022 |
| October 2023 | $15,434,620,764 | 124 | August 8, 2023 |
| October 2024 | $17,210,594,070 | 110 | July 19, 2024 |
| October 2025 | $21,267,060,906 | 98 | March 31, 2025 |
| October 2026 | $22,636,030,345 | 161 | July 13, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Segall Bryant & Hamill (CRD 106505): Form ADV filing data as of October 2026.