Feldman, Ingardona & Co. provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Feldman, Ingardona & Co. reports 184 clients. They include 179 high-net-worth individuals and 5 corporations and other businesses. Of its assets, 69.2% ($1.38B across 160 accounts) are managed with discretion; $613M across 30 accounts are not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 97% | 91% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 3% | 8% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 179 | $1.81B | 90.9% | $10.1M |
| Pension and profit-sharing plans | Fewer than 5 | $11.8M | 0.6% | — |
| Charitable organizations | Fewer than 5 | $19M | 1.0% | — |
| Corporations and other businesses | 5 | $150M | 7.5% | $29.9M |
| Total | 184 | $1.99B | 100% | — |
- Clients
- 179
- Regulatory AUM
- $1.81B
- AUM share
- 90.9%
- Avg. per client
- $10.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.8M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $19M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $150M
- AUM share
- 7.5%
- Avg. per client
- $29.9M
Total
- Clients
- 184
- Regulatory AUM
- $1.99B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Feldman, Ingardona & Co. charges 0.30%–0.80% a year for its Investment advisory services. The fee is billed in advance and is negotiable.
Fee details and sources
William Feldman is CEO; the leadership team includes President Timothy Hart and Chief Operating Officer Alex Ingardona. It has 6 employees.
Leadership
- William FeldmanChairman & Chief Executive Officer & Chief Compliance Officer
- Timothy HartExecutive Vice President
- Michael IngardonaVice President and Shareholder
- Alex IngardonaPresident & Chief Operating Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Austin Edgar Lee Feldman
- Matthew Carl Hart
- Timothy M Hart
- Alex Michael Ingardona
- Michael Anthony Ingardona
Staff
- 6 employees
- 6 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 10% to 25% of Feldman, Ingardona & Co.
Alex M. Ingardona Living Trust
Control person · since December 2021
Alex Ingardona
Trustee · Control person · since December 2021
- Owns 10% to 25% of Feldman, Ingardona & Co.
William M. Feldman Revocable Trust
Control person · since December 2021
William Feldman
Trustee · Control person · since December 2021
- Owns 10% to 25% of Feldman, Ingardona & Co.
Barbara A. Feldman Revocable Trust
since December 2021
Barbara Feldman
Trustee · Control person · since December 2021
- Owns 10% to 25% of Feldman, Ingardona & Co.
Kristy A. Ingardona Living Trust
since December 2021
Kristy Ingardona
Trustee · Control person · since December 2021
- Owns 5% to 10% of Feldman, Ingardona & Co.
Timothy M. Hart Revocable Trust
since December 2021
Timothy Hart
Trustee · Control person · since December 2021
- Owns 5% to 10% of Feldman, Ingardona & Co.
Wendy Hart Revocable Trust
since December 2021
Wendy Hart
Trustee · Control person · since December 2021
- Owns 5% to 10% of Feldman, Ingardona & Co.
Michael Ingardona
since January 2023
Feldman, Ingardona & Co.’s regulatory assets fell from $2.35B (June 2021) to $1.99B (September 2026); clients rose from 161 to 184 and employees from 3 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.99B | 184 | 6 | 1 |
| September 2025 | $1.73B | 182 | 6 | 1 |
| January 2025 | $1.51B | 174 | 6 | 1 |
| September 2023 | $2.64B | 160 | 5 | 1 |
| June 2023 | $2.49B | 165 | 4 | 1 |
| June 2022 | $2.84B | 163 | 3 | 1 |
| June 2021 | $2.35B | 161 | 3 | 1 |
Besides its headquarters, Feldman, Ingardona & Co. has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 2001 Butterfield RD, Ste 170, Downers GroveHQ
Contact and registration details
- Legal name
- Feldman, Ingardona & Co.
- Headquarters
- 2001 Butterfield RD, Ste 170, Downers Grove, IL 60515
- Website
- feldmaningardona.com
- Phone
- 630-663-1800
- SEC file
- 801-55072
- Structure
- Illinois corporation
- Fiscal year end
- June
Feldman, Ingardona & Co. uses Fidelity ($1.66B) as custodian for its separately managed accounts. Feldman, Ingardona & Co. has custody of $559M in client assets for 51 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.66B100%
At year end, Feldman, Ingardona & Co.’s separately managed accounts were mostly in funds (96%).
What the accounts hold
- Stocks2%
- Funds96%
- Registered funds82%
- Pooled vehicles14%
- Cash2%
How many clients does Feldman, Ingardona & Co. have?
Feldman, Ingardona & Co. has 184 clients and manages $1.99 billion for them, as of September 2026. They include 179 high-net-worth individuals and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Feldman, Ingardona & Co. offer?
Feldman, Ingardona & Co. provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Feldman, Ingardona & Co. charge?
Feldman, Ingardona & Co. charges 0.30%–0.80% a year for its Investment advisory services. The fee is billed in advance and is negotiable.
Source: FELDMAN, INGARDONA & CO. FORM ADV - PART 2A, filed 14 September 2026
Which custodians does Feldman, Ingardona & Co. use?
Feldman, Ingardona & Co.’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.66B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Feldman, Ingardona & Co. have?
Feldman, Ingardona & Co. has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 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
What does Feldman, Ingardona & Co. invest in?
At the end of its last fiscal year, Feldman, Ingardona & Co.’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 14% pooled vehicles (private funds and similar), 2% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Feldman, Ingardona & Co.?
Feldman, Ingardona & Co.’s direct owners are Alex M. Ingardona Living Trust, William M. Feldman Revocable Trust, Barbara A. Feldman Revocable Trust, Kristy A. Ingardona Living Trust, Timothy M. Hart Revocable Trust, Wendy Hart Revocable Trust and Michael Ingardona, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Feldman, Ingardona & Co. get paid?
Feldman, Ingardona & Co. is paid through a percentage of assets under management 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
Is Feldman, Ingardona & Co. registered with the SEC?
Yes, Feldman, Ingardona & Co. has been registered with the SEC as an investment adviser since 1 December 1997. Its CRD number is 29449 and its SEC file number is 801-55072.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact Feldman, Ingardona & Co.?
Feldman, Ingardona & Co.’s main office is at 2001 Butterfield RD, Ste 170, Downers Grove, IL 60515. Its phone number is 630-663-1800. Its website is feldmaningardona.com.