SEGALL BRYANT & HAMILL

RIASEC RegisteredEst. 1994

Total AUM

$22.6B

Discretionary

$22.6B

100% of AUM

Avg account

$8.2M

Accounts

2,770

Employees

161

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 106505
Registered since: August 10, 1994
Website: www.sbhic.com
Custodians: BROWN BROTHERS & HARRIMAN & CO., J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies18%
Pension & Profit Sharing Plans16.33%
Insurance Companies12.16%
Other Investment Advisers9.8%
State / Municipal Government8.4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Segall Bryant & Hamill is a privately held LLC registered with the SEC since 1994 that acts as an investment manager and allocator for both individual/family and institutional clients. The firm provides portfolio management across a range of client types — individuals and small businesses, pooled vehicles, investment companies and institutional/business accounts — and also performs selection of third‑party advisers. Its business model includes managing SMA strategies and sponsoring pooled vehicles; it identifies as a capital allocator and is active on ESG issues. Fee arrangements include percentage‑of‑AUM pricing alongside fixed fees and performance‑based fees. The firm has been recognized on several industry lists, including placements on CNBC’s Top 100 Financial Advisory Firms (2019–2021), Barron’s Top 100 RIA Firms (2021–2022), FA Magazine’s Top RIA Firms (2020) and the Financial Times Top 300 RIAs (2020).