SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mediqus Asset Advisors, Inc.
Chicago, IL
Mediqus Asset Advisors Inc, CRD 107694
Firm filing updated March 24, 2026 ·
- $1.5BAssets
- 831Clients
- 6Advisory staff
- 1,596Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- CommissionsYes
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals409
- High net worth individuals302
- Charities67
- Corporations or other businesses38
- Pension and profit sharing plans15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 409 | $83.8 million |
| High net worth individuals | 302 | $933.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $59.6 million |
| Charitable organizations | 67 | $176.1 million |
| Corporations or other businesses not listed above | 38 | $203.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts1,596
- DiscretionaryAll accounts
People
- Employees11
- Advisory staff6
- Broker-dealer reps4
- Licensed insurance agents5
- Planning clients101 to 250
Registration details
- Legal name: Mediqus Asset Advisors Inc SEC-registered investment advisor. CRD 107694, SEC file 801-50225.
- Registered with the SEC as an investment advisor (status date on record: September 28, 1995).
Is Mediqus Asset Advisors, Inc. a fiduciary?
Short answer: Mediqus Asset Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 4 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
5 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.