# Tomchaney Investment Services, Inc.

> Tomchaney Investment Services, Inc. is a state-registered investment advisory firm in Orland Park, IL, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 139152
- Filed as: TOMCHANEY INVESTMENT SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orland Park, IL
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/139152
- AdvisorCensus page: https://advisorcensus.com/firm/tomchaney-investment-services-inc-orland-park-il-139152

## Quick answers

**How is Tomchaney Investment Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tomchaney Investment Services, 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 Tomchaney Investment Services, Inc. located?**
Tomchaney Investment Services, Inc.'s principal office is in Orland Park, IL, according to its Form ADV.

**Is Tomchaney Investment Services, Inc. registered with the SEC or a state?**
Tomchaney Investment Services, Inc. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 139152.

**How much does Tomchaney Investment Services, Inc. manage?**
Tomchaney Investment Services, Inc. reports $42,850,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Tomchaney Investment Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (11).

**Does Tomchaney Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/139152

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,850,000
- Discretionary: $42,850,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $11,765,000 |
| High net worth individuals | 11 | $31,085,000 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tomchaney Investment Services, Inc. (CRD 139152): Form ADV filing data as of October 2026.