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a $5,000 minimum applies to 401(k) plans.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023134","versionId":1023134,"submittedOn":"2026-03-22","documentName":"PART 2A OF FORM ADV: FIRM BROCHURE FOR DHJJ FINANCIAL ADVISORS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:58:21.351205+00:00","documents":[{"name":"PART 2A OF FORM ADV: FIRM BROCHURE FOR DHJJ FINANCIAL ADVISORS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023134","versionId":1023134,"submittedOn":"2026-03-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":601658360}],"custodyNote":"DHJJ Financial Advisors has custody of $589M in client assets for 358 clients.","leadership":[{"name":"Katherine Byrne","title":"Vice President","crd":"6606061"},{"name":"Terrence Cicero","title":"Vice President","crd":"5346175"},{"name":"Patrick Kolzow","title":"Vice President","crd":"6231226"},{"name":"Rebecca Maquet","title":"President","crd":"5647857"},{"name":"Paul Minta","title":"Vice President","crd":"2775222"},{"name":"Richard Ochenkowski","title":"Vice President","crd":"5023880"},{"name":"Colin Shaw","title":"Vice President","crd":"7356098"},{"name":"Camilla Corso","title":"Chief Compliance Officer","crd":"5917600"},{"name":"Kevin Mulligan","title":"Treasurer","crd":"7082978"},{"name":"Edwin Brooks","title":"Vice","crd":"4352570"}],"ownership":[{"label":"Paul Minta","detail":"Vice president in the 10% to 25% ownership band and a control person, since January 2025."},{"label":"Edwin Brooks","detail":"Vice in the 10% to 25% ownership band and a control person, since September 1997."},{"label":"Rebecca Maquet","detail":"President in the 10% to 25% ownership band and a control person, since July 2021."},{"label":"Terrence Cicero","detail":"Vice president in the 10% to 25% ownership band and a control person, since July 2012."},{"label":"Patrick Kolzow","detail":"Vice president in the 10% to 25% ownership band and a control person, since January 2025."},{"label":"Camilla Corso","detail":"Chief compliance officer in the 10% to 25% ownership band and a control person, since June 2023."},{"label":"Kevin Mulligan","detail":"Treasurer in the 10% to 25% ownership band and a control person, since January 2025."},{"label":"Colin Shaw","detail":"Vice president in the 10% to 25% ownership band and a control person, since July 2020."},{"label":"Richard Ochenkowski","detail":"Vice president in the 10% to 25% ownership band and a control person, since July 2021."},{"label":"Katherine Byrne","detail":"Vice president in the 10% to 25% ownership band and a control person, since July 2022."}],"filedOffices":{"otherThanPrincipal":8,"privateResidences":7},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":2,"addresses":[{"street":"184 Shuman Boulevard, Suite 200","city":"Naperville","headquarters":true},{"street":"2560 Foxfield RD.","city":"St. Charles"}]}],"brochureServices":["estate planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-420-1360","stateRegisteredReps":7,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":4,"detail":"Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"13 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107034/PDF/107034.pdf","brochureDate":"22 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023134","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does DHJJ Financial Advisors have?","answer":"DHJJ Financial Advisors has 431 clients and manages $623 million for them, as of July 2026. They include 216 high-net-worth individuals, 183 individual clients, and 32 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does DHJJ Financial Advisors offer?","answer":"DHJJ Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does DHJJ Financial Advisors charge?","answer":"DHJJ Financial Advisors charges 0.50%–1.75% a year for its Individual supervisory services. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"PART 2A OF FORM ADV: FIRM BROCHURE FOR DHJJ FINANCIAL ADVISORS, filed 22 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does DHJJ Financial Advisors use?","answer":"DHJJ Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $602M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does DHJJ Financial Advisors have?","answer":"DHJJ Financial Advisors has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does DHJJ Financial Advisors invest in?","answer":"At the end of its last fiscal year, DHJJ Financial Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 4% cash and equivalents, 4% other and 1% U.S. government and agency bonds. The 4% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns DHJJ Financial Advisors?","answer":"DHJJ Financial Advisors’ direct owners are Paul Minta, Edwin Brooks, Rebecca Maquet, Terrence Cicero, Patrick Kolzow, Camilla Corso, Kevin Mulligan, Colin Shaw, Richard Ochenkowski and Katherine Byrne, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does DHJJ Financial Advisors get paid?","answer":"DHJJ Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is DHJJ Financial Advisors registered with the SEC?","answer":"Yes, DHJJ Financial Advisors has been registered with the SEC as an investment adviser since 13 November 1992. Its CRD number is 107034 and its SEC file number is 801-42639.","source":"Form ADV Part 1A, Item 1, filed 13 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact DHJJ Financial Advisors?","answer":"DHJJ Financial Advisors’ main office is at 184 Shuman Boulevard, Suite 200, Naperville, IL 60563. Its phone number is 630-420-1360. 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