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The fee is negotiable.","source":"FORT SHERIDAN ADVISORS LLC, filed 18 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fort Sheridan Advisors use?","answer":"Fort Sheridan Advisors’ separately managed account assets are held at Fidelity (Westlake, TX), with $1.3B, Charles Schwab & Co., Inc. (Westlake, TX), with $7M and Interactive Brokers LLC (Greenwich, CT), with $600K. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fort Sheridan Advisors have?","answer":"Fort Sheridan Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 4 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 Fort Sheridan Advisors invest in?","answer":"At the end of its last fiscal year, Fort Sheridan Advisors’ separately managed accounts held 69% exchange-traded equities, 15% cash and equivalents, 12% derivatives and 4% U.S. government and agency bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}