PRAIRIE INVESTMENT ADVISORS, LLC

RIASEC Registered
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$384K
Accounts
270
Employees
2
Advisory reps
1

Firm details

Headquarters
NAPERVILLE, Illinois
CRD number
173356
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Cash & Cash Equivalents 29%, Sovereign Bonds 2%, Non-Exchange Traded Equities 1%68%
  • Exchange Traded Equities68%
  • Cash & Cash Equivalents29%
  • Sovereign Bonds2%
  • Non-Exchange Traded Equities1%

Contacts

1 of 1
  • SHARON ADELMANN

    President and OwnerCRD 2167053

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth