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.
Segall Bryant & Hamill
Chicago, IL
Segall Bryant & Hamill, LLC, CRD 106505
Firm filing updated July 13, 2026 ·
- $22.6BAssets
- 5,743Clients
- 51Advisory staff
- 2,770Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals5,156
- High net worth individuals181
- Pension and profit sharing plans102
- Charities88
- Corporations or other businesses67
- and 5 more112
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5,156 | $1.7 billion |
| High net worth individuals | 181 | $1.0 billion |
| Investment companies | 22 | $4.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $1.6 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 102 | $3.7 billion |
| Charitable organizations | 88 | $1.3 billion |
| State or municipal government entities (including government pension plans) | 28 | $1.9 billion |
| Other investment advisors | 35 | $2.2 billion |
| Insurance companies | 13 | $2.8 billion |
| Corporations or other businesses not listed above | 67 | $1.5 billion |
| Other: "UNION PENSION HEALTH & WELFARE PLANS" | 37 | $873.2 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$22.6 billion
- Accounts2,770
- Discretionary$22.6 billion · 2,758 accounts
- Non-discretionary$14.5 million · 12 accounts
People
- Employees161
- Advisory staff51
- Broker-dealer reps13
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Segall Bryant & Hamill, LLC SEC-registered investment advisor. CRD 106505, SEC file 801-47232.
- Registered with the SEC as an investment advisor (status date on record: August 10, 1994).
Is Segall Bryant & Hamill a fiduciary?
Short answer: Segall Bryant & Hamill is registered with the SEC as an investment advisor.
More detail
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.
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: 13 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.
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.