Brewer Investment Advisor, LLC (Chicago)

Name: Brewer Investment Advisor, LLC
Address: 200 S. Michigan Ave., Chicago, IL, 60604
Telephone: 312-896-3930

Brewer Investment Advisor, LLC is a large advisory firm based in Chicago. It manages $66 million of regulatory assets for 619 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 36 other states.

Brewer Investment Advisor 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 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brewer Investment Advisor: assets under management

The assets under management (AUM) of Brewer Investment Advisor, LLC is $66 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1 million in discretionary accounts and $65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brewer Investment Advisor, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Brewer Investment Advisor, LLC

Robert Kennedy Whalen has been acting as President since 1 May 2008. Gery Joseph Sadzewicz joined the executive team most recently as the Director Of Compliance And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Adam Gary Erickson	Chief executive 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

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 Advisor, LLC performs its advisory services is located at 200 S. Michigan Ave., Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in Onalaska, WI. 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 9am to 5pm on Monday - Friday. You can find more information about the New York firm at brewerservices.com/investmentadvisors/investmentadvisors.htm.