Source: SEGALL BRYANT & HAMILL ADV MARCH 31, 2026 (2026-04-06)
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Min
Max
Disclosed Annual Rate
$0
$25,000,000
0.55%
$25,000,001
$50,000,000
0.45%
$50,000,001
and above
0.30%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$5,500
0.55%
$5 million
$27,500
0.55%
$10 million
$55,000
0.55%
$50 million
$250,000
0.50%
$100 million
$400,000
0.40%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
4.56%
Number of High-Net-Worth Clients
181
Total Client Accounts
2,770
Discretionary Accounts
2,758
Non-Discretionary Accounts
12
Services Offered
Services:
Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
SEC CRD Number
106505
SEGALL BRYANT & HAMILL ADV MARCH 31, 2026 (2026-04-06)
(fee schedule source)
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Segall Bryant & Hamill's Form ADV discloses 0.55% on the first $25 million, 0.45% on the next $25 million, and 0.30% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #106505), Segall Bryant & Hamill is subject to fiduciary duty under federal law.
Segall Bryant & Hamill is headquartered in CHICAGO, IL.
Segall Bryant & Hamill serves 181 high-net-worth clients according to their SEC filing dated July 13, 2026. View client details ↓
According to their SEC Form ADV, Segall Bryant & Hamill offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Segall Bryant & Hamill manages $22.6 billion in client assets according to their SEC filing dated July 13, 2026.
According to their SEC Form ADV, Segall Bryant & Hamill serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓