# ESTATE & TRUST ADVISORS, INC.

ESTATE & TRUST ADVISORS, INC. of RIVERWOODS, IL is an SEC-registered investment adviser.

## Registration

- CRD: 123802
- Type: SEC-registered investment adviser
- SEC file number: 801-67028
- Location: 2610 LAKE COOK ROAD, SUITE 190, RIVERWOODS, IL, 60015
- Phone: 847-441-4600
- Latest filing: 2026-03-16
- Regulatory AUM: $256.5M
- Discretionary AUM: $255.2M
- Non-discretionary AUM: $1.3M
- Clients: 6
- Accounts: 720

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Mark Jeffrey Schwartz | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| David Joseph Madison | VICE PRESIDENT | — |
| Jordan M Jacobs | SENIOR VICE PRESIDENT | — |
| SCHWARTZ MARK JEFFREY | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| JACOBS ALAN M | SENIOR VICE PRESIDENT | — |
| MADISON MICHAEL JOSEPH | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123802/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123802/similar
- Related entities: https://search.stillhousedata.com/firm/123802/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123802

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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.