Fee-only adviser · Schaumburg, IL
Asbury Research LLC
Asbury Research LLC is a fee-only investment adviser registered with the securities regulators of Illinois, Ohio, with its main office in Schaumburg, Illinois. On its latest Form ADV, filed March 4, 2026, it reports $38M in regulatory assets under management, 19 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois, Ohio |
|---|---|
| Firm CRD number | 322202 |
| Office | 1901 N. Roselle Road Suite 800 Schaumburg, IL 60195 |
| Phone | (888) 960-0005 |
| Website | Not listed |
| Regulatory assets under management | $38M |
| Individual clients | 19 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Subscription |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Schaumburg
- Insight Financial Group, Inc. $94M
- Northwood Wealth Management, LLC $16M
- Kuhn Wealth Management Inc. $151M
- Cox Financial Group, Ltd. $69M
- Navarro Asset Management, LLC $95K
See all 6 fee-only advisers in Schaumburg →
Nearby
- Rolling Meadows 2 firms
- Palatine 4 firms
- Arlington Heights 6 firms
- Hoffman Estates 2 firms
- Itasca 2 firms
- Mount Prospect 3 firms
- Barrington 7 firms
- Deer Park 2 firms
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