RIADelta · Form ADV amended

SEGAL ADVISORS, INC.

Form ADV filing recorded 2026-08-06 · CRD 114687 · $50.2 billion regulatory AUM

EventForm ADV amended
Effective2026-08-06

On 2026-08-06 the SEC recorded a Form ADV filing for SEGAL ADVISORS, INC. (CRD 114687). The filing reports $50.2 billion in regulatory assets under management. 112 employees. Form ADV content is self-reported by the adviser and is not verified by the SEC or by us.

Reported facts

Firm crd number
114687
Legal name
SEGAL ADVISORS, INC.
Filed on
2026-08-06
Regulatory aum usd
$50,152,300,240
Total employees
112
Reports disclosure
No

Every field above is as sec_iapd_adviser_feed published it. Nothing on this page is our interpretation.

Provenance

Source
sec_iapd_adviser_feed
Source record
114687
Snapshot hash
c472e0ed99bc52686524da347076ad740dd07caf6ca14252ad569b0ae7923a52
Source URL
https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_09_01_2026.xml.gz
Observed
2026-09-08T16:22:09.483Z
Transform
sec_iapd_firm_to_adviser v1
Event rule
sec_iapd_adviser_filed v1
Event key
8cac9b50ccdc920edb8d3a2dab645458b16fb1c9e7f43fe189fed518ce196c72
Signal type
ria_filing.amended

Source terms that apply

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Source: SEC Investment Adviser Public Disclosure (IAPD) Form ADV data