Inland Advisory Services, LLC

RIASEC RegisteredEst. 2026
Total AUM
$443M
Discretionary
$0
0% of AUM
Avg account
$443M
Accounts
1
Employees
48
Advisory reps
2

Firm details

Headquarters
Oak Brook, Illinois
CRD number
338893
Registered since
January 6, 2026
Fee structure
Other
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Inland Advisory Services, LLC is organized as an institutional registered investment adviser and identifies as a limited liability company owned by a domestic entity and an individual. The firm is SEC-registered (registration year listed as 2026) and reports its primary advisory activity as portfolio management for businesses and institutions. It is not classified as a capital allocator and is not an active ESG investor. Regulatory and industry affiliations reported by the firm include broker-dealer ties and sponsor roles: Inland Advisory Services acts as sponsor of limited partnerships and as sponsor/GP/managing member of pooled investment vehicles. The firm's fee structure is recorded as “Other,” and it does not indicate multi-state adviser status or pension consulting as part of its service mix.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Thaddeus Ingersoll

    Thaddeus Ingersoll

    EVP & Chief Compliance OfficerCRD 2616975

  • Anthony Chereso

    Anthony Chereso

    Chief Financial OfficerCRD 5289928

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Oak Brook, IL

Du Page

Location

Oak Brook, IL

Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
2901 Butterfield Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth