TAOS INVESTMENT ADVISORS, LLC

TAOS INVESTMENT ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 158056). Regulatory assets under management: $78.9M.

Registration

• CRD: 158056
• Type: Registered investment adviser
• Location: 2167 B SOUTH CHINA PLACE, CHICAGO, IL, 60616
• Phone: 312-842-9892
• Latest filing: 2026-01-22
• Regulatory AUM: $78.9M
• Discretionary AUM: $78.9M
• Clients: 2
• Accounts: 116

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search