{"url":"https://nivawealth.com/firms/hinsdale-associates-108293","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108293","regulatoryAum":120116270,"crd":"108293","history":[{"filedOn":"2021-07-09","regulatoryAum":124910323,"clients":191,"employees":4,"offices":1},{"filedOn":"2022-07-19","regulatoryAum":129060448,"clients":184,"employees":4,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":110291302,"clients":196,"employees":4,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":112306829,"clients":163,"employees":2,"offices":1},{"filedOn":"2025-03-20","regulatoryAum":109728381,"clients":147,"employees":2,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":120116270,"clients":155,"employees":2,"offices":1}],"secFileNumber":"801-18789","legalName":"Hinsdale Associates, Inc.","displayName":"Hinsdale Associates","slug":"hinsdale-associates-108293","website":"https://hinsdaleassociates.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/108293/2eec16fee13be57d-r1.webp","tone":"light","width":333,"height":200,"sourceUrl":"https://hinsdaleassociates.com/","sourceLabel":"Hinsdale Associates, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Illinois corporation","fiscalYearEnd":"December","headquarters":{"street":"15 Spinningwheel Road, Suite 226","city":"Hinsdale","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60521"},"tradeNames":[],"registration":{"secApproved":"4 May 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services","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":2000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":null,"pct":0.375,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012288","versionId":1012288,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-26","documentName":"HINSDALE ADV.2026.FINAL","fee_rate_low":0.375,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"Financial planning fees are based on the facts known at the start of the engagement, with a minimum fee of $300.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012288","versionId":1012288,"submittedOn":"2026-02-26","documentName":"HINSDALE ADV.2026.FINAL"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:58:58.333467+00:00","documents":[{"name":"HINSDALE ADV.2026.FINAL","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012288","versionId":1012288,"submittedOn":"2026-02-26"}]},"custodians":[],"custodyNote":"Hinsdale Associates has custody of $84.9M in client assets for 137 clients.","otherCustodians":[],"leadership":[{"name":"Michael Urbik","title":"President/Chief Compliance Officer","crd":"1155930"}],"ownership":[{"label":"Michael Urbik","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since August 1990."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"15 Spinningwheel Road, Suite 226","city":"Hinsdale","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-325-7100","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Publication of periodicals or newsletters"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"U.S. government/agency bonds","percent":10},{"label":"U.S. state and local bonds","percent":20},{"label":"Investment grade corporate bonds","percent":25},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108293/PDF/108293.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012288","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 Hinsdale Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hinsdale Associates offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hinsdale Associates charge?","answer":"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.","source":"HINSDALE ADV.2026.FINAL, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Hinsdale Associates have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hinsdale Associates invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hinsdale Associates?","answer":"Hinsdale Associates’ direct owner is Michael Urbik (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hinsdale Associates get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hinsdale Associates?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}