PRAIRIE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- NAPERVILLE, Illinois
- CRD number
- 173356
- Website
- www.prairiefs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.2%
- Individuals25.17%
- Charitable Organizations0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prairie Investment Advisors, LLC operates as an independent registered investment adviser focused on serving individual and family clients through discretionary portfolio management and financial planning. The firm runs as a capital allocator, blending liquid equity exposures with allocations to third‑party alternative managers. Its stated advisory activities include direct portfolio management for individuals and small businesses, financial planning, and the selection of external advisers, which points to a hybrid model of in‑house portfolio construction and outsourced specialist managers when needed. Investment preference skews toward publicly traded equities delivered through exchange‑traded vehicles and separate account structures, while the firm also pursues diversification through private and real assets. The fee model is flexible — percentage of assets under management alongside hourly and fixed fee arrangements — allowing the firm to tailor billing to different client needs and project work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents29%
- Sovereign Bonds2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1SHARON ADELMANN
President and OwnerCRD 2167053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, 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
- 1813 N Mill St
- Time zone
- CT (UTC-6)
- Office locations
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