Hinsdale Associates provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters. Financial planning was provided to 11–25 clients last fiscal year.
Hinsdale Associates reports 155 clients. They include 116 individual clients, 37 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($120M across 137 accounts) are managed with discretion. It advised 137 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 29% |
| High-net-worth individuals | 24% | 71% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $34.7M | 28.9% | $299K |
| High-net-worth individuals | 37 | $85.2M | 70.9% | $2.3M |
| Charitable organizations | 2 | $241K | 0.2% | $121K |
| Total | 155 | $120M | 100% | $775K |
- Clients
- 116
- Regulatory AUM
- $34.7M
- AUM share
- 28.9%
- Avg. per client
- $299K
- Clients
- 37
- Regulatory AUM
- $85.2M
- AUM share
- 70.9%
- Avg. per client
- $2.3M
- Clients
- 2
- Regulatory AUM
- $241K
- AUM share
- 0.2%
- Avg. per client
- $121K
Total
- Clients
- 155
- Regulatory AUM
- $120M
- AUM share
- 100%
- Avg. per client
- $775K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 137
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Hinsdale Associates charges 0.375%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.375% |
Fee details and sources
Other fees
- Financial planning
- Financial planning fees are based on the facts known at the start of the engagement, with a minimum fee of $300.
Michael Urbik owns 75% or more of Hinsdale Associates. The leadership team of Hinsdale Associates includes President Michael Urbik. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Hinsdale Associates, Inc.
Michael Urbik
Control person · since August 1990
Hinsdale Associates’ regulatory assets went from $125M (July 2021) to $120M (February 2026); clients fell from 191 to 155 and employees from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $120M | 155 | 2 | 1 |
| Mar 2025March 2025 | $110M | 147 | 2 | 1 |
| Mar 2024March 2024 | $112M | 163 | 2 | 1 |
| Mar 2023March 2023 | $110M | 196 | 4 | 1 |
| Jul 2022July 2022 | $129M | 184 | 4 | 1 |
| Jul 2021July 2021 | $125M | 191 | 4 | 1 |
Besides its headquarters, Hinsdale Associates has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- 15 Spinningwheel Road, Suite 226, HinsdaleHQ
Contact and registration details
- Legal name
- Hinsdale Associates, Inc.
- Headquarters
- 15 Spinningwheel Road, Suite 226, Hinsdale, IL 60521
- Website
- hinsdaleassociates.com
- Phone
- 630-325-7100
- SEC file
- 801-18789
- Structure
- Illinois corporation
- Fiscal year end
- December
Hinsdale Associates has custody of $84.9M for 137 clients.
At year end, Hinsdale Associates’ separately managed accounts were mostly in bonds (55%) and stocks (40%).
What the accounts hold
- Stocks40%
- Bonds55%
- Investment grade corporate bonds25%
- State and local bonds20%
- U.S. government and agency bonds10%
- Cash5%
How many clients does Hinsdale Associates have?
Hinsdale Associates has 155 clients and manages $120 million for them, as of February 2026. They include 116 individual clients, 37 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Hinsdale Associates offer?
Hinsdale Associates provides financial planning, portfolio management for individuals and small businesses, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hinsdale Associates charge?
Hinsdale Associates charges 0.375%–1.00% a year for its Advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
How many financial advisors does Hinsdale Associates have?
Hinsdale Associates has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 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 Hinsdale Associates invest in?
At the end of its last fiscal year, Hinsdale Associates’ separately managed accounts held 40% exchange-traded equities, 25% investment grade corporate bonds, 20% state and local bonds, 10% U.S. government and agency bonds and 5% 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 Hinsdale Associates?
Hinsdale Associates’ direct owner is Michael Urbik (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Hinsdale Associates get paid?
Hinsdale Associates 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
How do I contact Hinsdale Associates?
Hinsdale Associates’ main office is at 15 Spinningwheel Road, Suite 226, Hinsdale, IL 60521. Its phone number is 630-325-7100. Its website is hinsdaleassociates.com.