{"url":"https://nivawealth.com/firms/inland-advisory-services-338893","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338893","regulatoryAum":443050000,"crd":"338893","secFileNumber":"801-135010","legalName":"Inland Advisory Services, LLC","displayName":"Inland Advisory Services","slug":"inland-advisory-services-338893","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2901 Butterfield Road","city":"Oak Brook","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60523"},"tradeNames":[],"registration":{"secApproved":"6 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":48,"advisory":36,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":443050000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":443050000,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Other","clients":1,"regulatoryAum":443050000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Inland Advisory Services does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Anthony Chereso","title":"Chief Executive Officer","crd":"5289928"},{"name":"Thaddeus Ingersoll","title":"Chief Compliance Officer","crd":"2616975"}],"ownership":[{"label":"Inland Ia Holdings, LLC","detail":"Sole member in the 75% or more ownership band and a control person, since June 2025."},{"label":"Daniel L. Goodwin Revocable Trust","detail":"Indirect owner: a shareholder of Inland Ia Holdings, LLC in the 50% to 75% band and a control person, since February 2024.","parent":"Inland Ia Holdings, LLC"},{"label":"Susan Goldenberg","detail":"Indirect owner: a trustee of Daniel L. Goodwin Revocable Trust in the 25% to 50% band and a control person, since February 2024.","parent":"Daniel L. Goodwin Revocable Trust"},{"label":"Carol Goodwin","detail":"Indirect owner: a trustee of Daniel L. Goodwin Revocable Trust in the 25% to 50% band and a control person, since February 2024.","parent":"Daniel L. Goodwin Revocable Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"2901 Butterfield Road","city":"Oak Brook","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-218-8000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Real Estate Equity Positions"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/338893/PDF/338893.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Inland Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Inland Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Inland Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Inland Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Inland Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Inland Advisory Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Inland Advisory Services?","answer":"Inland Advisory Services’ main office is at 2901 Butterfield Road, Oak Brook, IL 60523. Its phone number is 630-218-8000.","source":"Form ADV Part 1A, Item 1.F, filed 26 August 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."}