SHERIDAN ROAD ADVISORS, LLC

SHERIDAN ROAD ADVISORS, LLC, A HUB INTERNATIONAL COMPANY

NORTHBROOK, Illinois·3 registered advisors·CRD# 293807

SEC# 801-1134264847-205-9073

01

Firm Overview

AUM

$12.0B

Regulatory assets under management

Employees

16

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SHERIDAN ROAD ADVISORS, LLC

3 registered advisors

Christopher Abe Karam

NORTHBROOK, Illinois

James Trevor Oshaughnessy

NORTHBROOK, Illinois

Kimberly Shaw Elliott

NORTHBROOK, Illinois

05

Office Locations

NORTHBROOK, Illinois

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Data sourced from SEC Form ADV filings. SHERIDAN ROAD ADVISORS, LLC (CRD# 293807) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.