Fee-only adviser · Chicago, IL
Springtide Partners
Springtide Partners is a fee-only investment adviser registered with the securities regulators of Illinois, Minnesota, Texas, with its main office in Chicago, Illinois. On its latest Form ADV, filed September 25, 2026, it reports $51M in regulatory assets under management, 24 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, Minnesota, Texas |
|---|---|
| Firm CRD number | 287968 · SEC file 801-124707 |
| Office | 15 West Hubbard Street Suite 500 Chicago, IL 60654 |
| Phone | (224) 478-1529 |
| Website | www.springtide-partners.com |
| Regulatory assets under management | $51M ($42M discretionary) |
| Individual clients | 5 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 25, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Chicago
- Cohen Capital $1.1B
- Altair Advisers, LLC $9.8B
- Chicago Capital, LLC $4.8B
- Pekin Hardy Strauss, Inc. $1.6B
- Chesley, Taft & Associates, LLC $3.0B
- Lake Street $1.2B
See all 112 fee-only advisers in Chicago →
Nearby
- Chicago, Il 1 firm
- Oak Park 6 firms
- Lincolnwood 1 firm
- Riverside 1 firm
- River Grove 1 firm
- Skokie 3 firms
- Evanston 5 firms
- La Grange 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Springtide Partners? Update this listing.