# ADVISOR OS LLC

ADVISOR OS LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 287792
- Type: SEC-registered investment adviser
- SEC file number: 801-110639
- Location: 225 W. RANDOLPH ST., SUITE 3050, CHICAGO, IL, 60606
- Phone: 312-300-4781
- Latest filing: 2026-03-31
- Regulatory AUM: $5.1B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $3.3B
- Clients: 2
- Accounts: 12

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Phillip John Kosmala | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Joseph David Taiber | MANAGING MEMBER | — |
| KOSMALA PHILLIP JOHN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| BORER RYAN JOSEPH | MEMBER | — |
| TAIBER JOSEPH DAVID | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287792/similar
- Related entities: https://search.stillhousedata.com/firm/287792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287792

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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.