Clients
Segall Bryant & Hamill serves 5,743 clients, 5,156 of them other individuals. The average client has about $3.9 million with the firm, and high-net-worth clients hold 5% of its $22.6 billion in assets.
- Individuals5,156 clients7%
- High-net-worth individuals181 clients5%
- Investment companies22 clients18%
- Pooled investment vehicles14 clients7%
- Pension and profit-sharing plans102 clients16%
- OtherCharitable organizations, State or municipal government entities, Other investment advisers, Insurance companies, Corporations and other businesses, Other47%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5,156 | $1,655,269,277 | 7.3% | $321K |
| High-net-worth individuals | 181 | $1,032,192,505 | 4.6% | $5.70M |
| Investment companies | 22 | $4,074,534,815 | 18.0% | $185.2M |
| Pooled investment vehicles | 14 | $1,561,257,506 | 6.9% | $111.5M |
| Pension and profit-sharing plans | 102 | $3,696,563,179 | 16.3% | $36.2M |
| Charitable organizations | 88 | $1,338,759,995 | 5.9% | $15.2M |
| State or municipal government entities | 28 | $1,902,444,806 | 8.4% | $67.9M |
| Other investment advisers | 35 | $2,217,403,935 | 9.8% | $63.4M |
| Insurance companies | 13 | $2,751,674,157 | 12.2% | $211.7M |
| Corporations and other businesses | 67 | $1,532,711,834 | 6.8% | $22.9M |
| Other | 37 | $873,218,336 | 3.9% | $23.6M |
| Total | 5,743 | $22,636,030,345 | 100% | $3.94M |
- Clients
- 5,156
- Regulatory AUM
- $1,655,269,277
- Share
- 7.3%
- Avg. per client
- $321K
- Clients
- 181
- Regulatory AUM
- $1,032,192,505
- Share
- 4.6%
- Avg. per client
- $5.70M
- Clients
- 22
- Regulatory AUM
- $4,074,534,815
- Share
- 18.0%
- Avg. per client
- $185.2M
- Clients
- 14
- Regulatory AUM
- $1,561,257,506
- Share
- 6.9%
- Avg. per client
- $111.5M
- Clients
- 102
- Regulatory AUM
- $3,696,563,179
- Share
- 16.3%
- Avg. per client
- $36.2M
- Clients
- 88
- Regulatory AUM
- $1,338,759,995
- Share
- 5.9%
- Avg. per client
- $15.2M
- Clients
- 28
- Regulatory AUM
- $1,902,444,806
- Share
- 8.4%
- Avg. per client
- $67.9M
- Clients
- 35
- Regulatory AUM
- $2,217,403,935
- Share
- 9.8%
- Avg. per client
- $63.4M
- Clients
- 13
- Regulatory AUM
- $2,751,674,157
- Share
- 12.2%
- Avg. per client
- $211.7M
- Clients
- 67
- Regulatory AUM
- $1,532,711,834
- Share
- 6.8%
- Avg. per client
- $22.9M
- Clients
- 37
- Regulatory AUM
- $873,218,336
- Share
- 3.9%
- Avg. per client
- $23.6M
Total
- Clients
- 5,743
- Regulatory AUM
- $22,636,030,345
- Share
- 100%
- Avg. per client
- $3.94M
What it does
Segall Bryant & Hamill provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets, fixed fees and performance-based fees.
Segall Bryant & Hamill advises 5 private funds.
99.9% of assets ($22.62B across 2,758 accounts) are managed with discretion; $14.5M across 12 accounts are not. $1.34B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 18 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 101%. The values below are shown as filed.
- Exchange-traded equity securities
- 36%
- U.S. government/agency bonds
- 26%
- U.S. state and local bonds
- 5%
- Investment grade corporate bonds
- 24%
- Non-investment grade corporate bonds
- 3%
- Securities issued by registered investment companies or business development companies
- 1%
- Cash and cash equivalents
- 3%
- Other ("other" Includes Debt Instruments Not Fitting Into the Classifications Provided (i.e., CMO and Abs) and Forward Currency Contracts.)
- 3%
Custodians
Segall Bryant & Hamill’s client accounts are held mainly at Brown Brothers & Harriman &, with 17% of managed assets, and J.P. Morgan, with 12%. Segall Bryant & Hamill has custody of client assets.
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $2.26B10%
- BNY Mellon SecuritiesBNY Mellon Securities Corporation · New York, NY · $2.29B10%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $2.61B12%
- Brown Brothers & Harriman &Brown Brothers & Harriman & Co. · New York, NY · $3.77B17%
- All other custodians$11.71B52%
Ownership and leadership
Corient Management LLC owns 75% or more of Segall Bryant & Hamill.
- Owns 75% or more of Segall Bryant & Hamill, LLC
Corient Management LLC
Control person · since December 2023
- Owns 75% or more of Corient Management LLC
Corient Holdings Inc
Control person · since December 2023
- Owns 75% or more of Corient Holdings Inc
Corient Topco LLC
Control person · since March 2026
- Owns 75% or more of Corient Topco LLC
Corient Global Holdco Limited (uk)
since June 2026
- Owns 75% or more of Corient Global Holdco Limited (uk)
MC Accelerate Aggregator 1, LLC (us)
Control person · since March 2026
- Owns 75% or more of MC Accelerate Aggregator 1, LLC (us)
Ci Financial Holdings LTD (uk)
Control person · since March 2026
- Owns 75% or more of Ci Financial Holdings LTD (uk)
MC Cif Wealth Management (uk) LTD
Control person · since August 2025
- Owns 75% or more of MC Cif Wealth Management (uk) LTD
MC Accelerate Holdings (uk) LP
Control person · since August 2025
MC Accelerate Co-Invest (uk) LP
General partner · Control person · since August 2025
- Owns 75% or more of MC Accelerate Co-Invest (uk) LP
MC Cif Wealth Management Holdings (uk) LTD
Control person · since August 2025
- Owns 75% or more of MC Cif Wealth Management Holdings (uk) LTD
MC Manager Holdco Cif (uk) LTD
Control person · since August 2025
- Owns 75% or more of MC Manager Holdco Cif (uk) LTD
Mubadala Capital LP (uk)
Control person · since August 2025
- Owns 75% or more of Mubadala Capital LP (uk)
MDC Capital Management LLC (uae)
Control person · since August 2025
- Owns 75% or more of MC Manager Holdco Cif (uk) LTD
Mubadala Capital LLC (uae)
Control person · since August 2025
- Owns 75% or more of Mubadala Capital LLC (uae)
Mamoura Diversified Global Holding PJSC (uae)
Control person · since August 2025
- Owns 75% or more of Mamoura Diversified Global Holding PJSC (uae)
Mubadala Investment Company PJSC (uae)
Control person · since August 2025
- Owns 75% or more of Mubadala Investment Company PJSC (uae)
Government of the Emirate of Abu Dhabi
Control person · since August 2025
Leadership
- Carolyn GoldhaberPresident
- Joan WashburnChief Financial Officer
- Jasper FrontzChief Compliance Officer
- James DaduraCo-Chief Investment Officer
- Scott DecaturCo-Chief Investment Officer
- Paul LythbergChief Operations Officer
Staff
- 161 employees
- 51 in advisory functions
- 13 broker-dealer reps
- 2 soliciting firms
Reported holdings
Segall Bryant & Hamill’s reported 13F holdings total $8.43B across 590 positions, and the ten largest make up 12.9% of it.
- $8.43B
- Reported 13F value
- 590
- Positions
- 12.9%
- In the 10 largest
- +20.7%
- Value vs. prior quarter
- Nvidia Corp.1.6%
- Mercury Sys Inc.1.5%
- Apple Inc..1.5%
- Timken CO1.4%
- Valmont Inds Inc.1.4%
- Microsoft Corp.1.2%
- Amazon.com Inc..1.1%
- Materion Corp.1.1%
- Littelfuse Inc.1.1%
- Macom Tech Solutions Hldgs Inc.1.0%
Together, the ten largest are 12.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $8.43B is not its $22.64B in regulatory assets and does not represent any individual client's portfolio.
Fees
Segall Bryant & Hamill is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees.
Segall Bryant & Hamill’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Segall Bryant & Hamill has 4 offices, with 5 listed addresses across 5 states.
Colorado · 1 listed address
- 200 Clayton Street, Denver
Illinois · 1 listed address
- 10 South Wacker Drive, Suite 3100, ChicagoHQ
Missouri · 1 listed address
- 14755 N. Outer Forty Road, Chesterfield
New York · 1 listed address
- 101 Park Avenue, New York
Pennsylvania · 1 listed address
- 32 Parking Plaza, Ardmore
Other business names
Segall Bryant & Hamill has reported 2 other business names to the SEC.
- Ci SBH Asset Management
- Ci Segall Bryant & Hamill Asset Management
Registration details
- Legal name
- Segall Bryant & Hamill, LLC
- Headquarters
- 10 South Wacker Drive, Suite 3100, Chicago, IL 60606
- Phone
- 18008364265
- Website
- Not reported
- SEC file
- 801-47232
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Segall Bryant & Hamill have?
Segall Bryant & Hamill has 5,743 clients and manages $22.6 billion for them, as of July 2026. They include 5,156 other individuals, 181 high-net-worth individuals and 102 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Segall Bryant & Hamill offer?
Segall Bryant & Hamill provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Segall Bryant & Hamill use?
Segall Bryant & Hamill’s separately managed account assets are held at Brown Brothers & Harriman & Co. (New York, NY), with $3,767,552,595, J.P. Morgan Securities LLC (New York, NY), with $2,610,537,938, BNY Mellon Securities Corporation (New York, NY), with $2,292,906,083 and Northern Trust Securities, Inc. (Chicago, IL), with $2,258,565,726. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Segall Bryant & Hamill have?
Segall Bryant & Hamill has 0 investment adviser representatives registered with state securities authorities, out of 161 employees, and 51 perform investment advisory functions. 13 are registered representatives of a broker-dealer and 0 are 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 Segall Bryant & Hamill invest in?
At the end of its last fiscal year, Segall Bryant & Hamill’s separately managed accounts held 36% exchange-traded equities, 26% U.S. government and agency bonds, 24% investment grade corporate bonds, 5% state and local bonds, 3% high-yield corporate bonds, 3% cash and equivalents, 3% "other" includes debt instruments not fitting into the classifications provided (i.e., cmo and abs) and forward currency contracts. and 1% registered funds (mutual funds, ETFs, BDCs). It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Segall Bryant & Hamill?
Segall Bryant & Hamill is owned through a chain of holding companies by MDC Capital Management LLC (uae) and Government of the Emirate of Abu Dhabi. Its direct owner is Corient Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Segall Bryant & Hamill get paid?
Segall Bryant & Hamill is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file