Inland Advisory Services provides portfolio management for institutions.
Inland Advisory Services reports 1 other client. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $443M across 1 account is not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Other | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other | 1 | $443M | 100.0% | $443M |
| Total | 1 | $443M | 100% | $443M |
- Clients
- 1
- Regulatory AUM
- $443M
- AUM share
- 100.0%
- Avg. per client
- $443M
Total
- Clients
- 1
- Regulatory AUM
- $443M
- AUM share
- 100%
- Avg. per client
- $443M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
Inland Advisory Services is paid through other compensation; its fees and minimums are set out in its brochures on the SEC website.
Inland Ia Holdings, LLC owns 75% or more of Inland Advisory Services and is in turn owned by Daniel L. Goodwin Revocable Trust (50–75%). Anthony Chereso is CEO; the leadership team includes Chief Compliance Officer Thaddeus Ingersoll. It has 48 employees, 36 of them in advisory roles.
Leadership
- Anthony CheresoChief Executive Officer
- Thaddeus IngersollChief Compliance Officer
Staff
- 48 employees
- 36 in advisory functions
- Owns 75% or more of Inland Advisory Services, LLC
Inland Ia Holdings, LLC
Control person · since June 2025
- Owns 50% to 75% of Inland Ia Holdings, LLC
Daniel L. Goodwin Revocable Trust
Control person · since February 2024
- Owns 25% to 50% of Daniel L. Goodwin Revocable Trust
Susan Goldenberg
Control person · since February 2024
- Owns 25% to 50% of Daniel L. Goodwin Revocable Trust
Carol Goodwin
Control person · since February 2024
Besides its headquarters, Inland Advisory Services has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 2901 Butterfield Road, Oak BrookHQ
Contact and registration details
- Legal name
- Inland Advisory Services, LLC
- Headquarters
- 2901 Butterfield Road, Oak Brook, IL 60523
- Website
- Not reported
- Phone
- 630-218-8000
- SEC file
- 801-135010
- Structure
- Delaware LLC
- Fiscal year end
- December
Inland Advisory Services does not have custody of client assets.
What the accounts hold
- Other100%
- Real estate equity positions100%
How many clients does Inland Advisory Services have?
Inland Advisory Services has 1 client and manages $443 million for them, as of August 2026. They include 1 other client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Inland Advisory Services offer?
Inland Advisory Services provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Inland Advisory Services have?
Inland Advisory Services has 0 investment adviser representatives registered with state securities authorities, out of 48 employees, and 36 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Inland Advisory Services invest in?
At the end of its last fiscal year, Inland Advisory Services’ separately managed accounts held 100% other. The 100% other category is described as: Real Estate Equity Positions.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Inland Advisory Services?
Inland Advisory Services is owned through a chain of holding companies by Susan Goldenberg and Carol Goodwin. Its direct owner is Inland Ia Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Inland Advisory Services get paid?
Inland Advisory Services is paid through other compensation. 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 Inland Advisory Services?
Inland Advisory Services’ main office is at 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number is 630-218-8000.