# PHASE III ADVISORY SERVICES, LTD

PHASE III ADVISORY SERVICES, LTD of BUFFALO GROVE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 122959
- Type: SEC-registered investment adviser
- SEC file number: 801-63806
- Location: 1110 W. LAKE COOK RD, SUITE 265, BUFFALO GROVE, IL, 60089
- Phone: 847-520-5545
- Latest filing: 2026-04-28
- Regulatory AUM: $210.9M
- Discretionary AUM: $157.7M
- Non-discretionary AUM: $53.2M
- Clients: 3
- Accounts: 1,400

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John William Bever | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BEVER JOHN WILLIAM | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122959/similar
- Related entities: https://search.stillhousedata.com/firm/122959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122959

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.