Asset manager · Chicago, IL
Segall Bryant & Hamill
Segall Bryant & Hamill, LLC · SEC-registered investment adviser · CRD 106505 · SEC 801-47232
At a glance
Segall Bryant & Hamill is an SEC-registered investment adviser based in Chicago, Illinois, with $22.6 billion in regulatory assets under management as of its Form ADV filed July 13, 2026. Its largest client group by assets is investment companies, and it reports 5,337 individual clients. By Form ADV it is a asset manager, ranked 351st of 3,218 asset managers and 806th of 17,210 SEC-registered advisers by assets.
Main office 800-836-4265cisbh.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $23B
- Rank among asset managers
- #351 of 3,218
- Rank among all SEC RIAs
- #806 of 17,210
- Rank in Illinois
- #48 of 684
- Individual clients
- 5,337
- High-net-worth clients
- 181
- Accounts
- 2,770
- Discretionary
- 100% of AUM
- Employees
- 161
- Advisory staff
- 51
- Offices
- 5
Owners and executives on its Form ADV
- Paul A. LythbergChief Operations Officer
- Carolyn B GoldhaberPresident
- Jasper R. FrontzChief Compliance Officer
- Scott E. DecaturCo-Chief Investment Officer
- James DaduraCo-Chief Investment Officer
Custody and brokerage
4 custodians
- Brown Brothers & Harriman &$3.8B34%
- J.P. Morgan$2.6B24%
- BNY$2.3B21%
- Northern Trust$2.3B21%
Other RIAs using Brown Brothers & Harriman &Other multi-custodian RIAs
Broker-dealer
Hybrid RIA
Segall Bryant & Hamill is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Foreside Fund Services as the broker-dealer its advisers are registered with.
Certain employees of SBH are registered representatives with Foreside Fund Services, LLC (“Foreside”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 22 | $4.1B | 18% |
| Pension and profit sharing plans | 102 | $3.7B | 16% |
| Insurance companies | 13 | $2.8B | 12% |
| Other investment advisers | 35 | $2.2B | 10% |
| State or municipal government entities | 28 | $1.9B | 8% |
| Individuals | 5,156 | $1.7B | 7% |
| Pooled investment vehicles | 14 | $1.6B | 7% |
| Corporations or other businesses | 67 | $1.5B | 7% |
| Charitable organizations | 88 | $1.3B | 6% |
| High-net-worth individuals | 181 | $1.0B | 5% |
| Other | 37 | $873M | 4% |
Private funds
Segall Bryant & Hamill reports 5 private funds with $140M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Segall Bryant & Hamill reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cisbh.com ↗
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The full record on Segall Bryant & Hamill
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 398 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Segall Bryant & Hamill manage?
Segall Bryant & Hamill reports $22.6 billion in regulatory assets under management across 2,770 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 13, 2026.
What kind of firm is Segall Bryant & Hamill?
Segall Bryant & Hamill is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Segall Bryant & Hamill’s clients?
By assets, its largest client types are investment companies ($4.1 billion, 22 clients); pension and profit sharing plans ($3.7 billion, 102 clients); insurance companies ($2.8 billion, 13 clients).
Does Segall Bryant & Hamill manage private funds?
Yes. It reports 5 private funds with $140 million in gross assets, including other private funds.
Does Segall Bryant & Hamill have any disciplinary history?
Segall Bryant & Hamill reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Segall Bryant & Hamill’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →