Brewer Investment Advisors, LLC (Chicago)

Brewer Investment Advisors, LLC is a large advisory firm based in Chicago. It manages $377.56 million of regulatory assets for 3,475 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.

Brewer Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brewer Investment Advisors: assets under management

The assets under management (AUM) of Brewer Investment Advisors, LLC is $377.56 million. The firm's AUM has grown by 1324% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $223.39 million in discretionary accounts and $154.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $90.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brewer Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brewer Investment Advisors, LLC

Robert Kennedy Whalen has been acting as President since 1 May 2008. Matthew Lee Lovett joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Adam Gary Erickson	Managing principal / cheif compliance officer	1 Feb 2004	Other	3081286
Brewer Investment Group	Member	1 Feb 2004	75% - 100%	36-4348470
Robert Kennedy Whalen	President	1 May 2008	Other	2094314
Eugene Charles Travis	Chief compliance officer	1 Jan 2009	Other	2105970
Mark John Lishchynsky	Director of operations	1 Mar 2009	Other	2478952
Gery Joseph Sadzewicz	Director of compliance and chief compliance officer	1 Jun 2009	Other	1090963
William R Turner	Chief compliance officer	1 Dec 2009	Other	859497
Donald Mark Olson	President, cheif operating officer	1 Dec 2009	Other	841934
Matthew Lee Lovett	Chief compliance officer	1 Feb 2010	Other	3094561
Adam Gary Erickson	President	1 Feb 2010	Other	3081286

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven John Brewer	Member	1 Feb 2004	75% - 100%	2214515

Based in Chicago

The principal office where Brewer Investment Advisors, LLC performs its advisory services is located at 303 East Wacker Drive, Chicago, IL 60601, which is also the mailing address of the firm. An additional office of the firm is in Fayetteville, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-896-3930 or by fax 312-896-3920. The normal business hours are 8:30am to 5pm on Monday - Friday.